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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,147 | $77,638-62.5% | $156,551-81.4% | $62,881-53.6% |
| Participation rate | 93.9% | 71.2%+22.7pp | 84.0%+9.9pp | 69.3%+24.6pp |
| Annual return | 9.68% | 50.33%-40.6pp | 32.23%-22.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,115 | $3,444-67.6% | $5,501-79.7% | $2,281-51.1% |
| Participant deferral / active EE | $2,767 | $3,046-9.1% | $4,871-43.2% | $3,203-13.6% |
| Admin fee / account holder | $32 | $5,561-99.4% | $13,028-99.8% | $4,296-99.2% |