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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,906 | $83,337-72.5% | $67,834-66.2% | $273,972-91.6% |
| Participation rate | 90.9% | 76.4%+14.5pp | 68.8%+22.1pp | 83.0%+7.9pp |
| Annual return | 7.60% | 259.45%-251.8pp | 138.47%-130.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,397 | $3,287+3.3% | $2,403+41.3% | $4,869-30.2% |
| Participant deferral / active EE | $4,515 | $4,088+10.4% | $3,160+42.9% | $5,287-14.6% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |