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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,349 | $65,367-59.7% | $92,915-71.6% | $72,976-63.9% |
| Participation rate | 71.0% | 68.3%+2.7pp | 76.0%-5.0pp | 69.5%+1.5pp |
| Annual return | 39.97% | 42.11%-2.1pp | 109.45%-69.5pp | 81.02%-41.1pp |
| Employer contribution / active EE | $2,009 | $2,594-22.6% | $3,653-45.0% | $2,440-17.7% |
| Participant deferral / active EE | $7,637 | $3,128+144.1% | $4,238+80.2% | $3,608+111.7% |
| Admin fee / account holder | $112 | $4,251-97.4% | $5,796-98.1% | $5,124-97.8% |