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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,536 | $29,670-24.0% | $56,054-59.8% | $80,911-72.1% |
| Participation rate | 73.5% | 41.7%+31.8pp | 52.5%+21.0pp | 67.6%+5.8pp |
| Annual return | 15.03% | 35.24%-20.2pp | 1705.95%-1690.9pp | 35.63%-20.6pp |
| Employer contribution / active EE | $7,302 | $670+990.2% | $1,039+602.7% | $2,756+165.0% |
| Participant deferral / active EE | $2,276 | $1,227+85.6% | $1,952+16.6% | $4,297-47.0% |
| Admin fee / account holder | $176 | $2,431-92.7% | $2,822-93.7% | $6,935-97.5% |