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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,256 | $97,125-69.9% | $86,233-66.1% | $137,256-78.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 22.17% | 74.19%-52.0pp | 61.39%-39.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,341 | $2,841-17.6% | $2,504-6.5% | $4,156-43.7% |
| Participant deferral / active EE | $5,012 | $5,180-3.2% | $4,559+9.9% | $6,407-21.8% |
| Admin fee / account holder | $65 | $9,725-99.3% | $8,342-99.2% | $12,270-99.5% |