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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,194 | $52,580-61.6% | $71,671-71.8% | $70,126-71.2% |
| Participation rate | 98.0% | 60.9%+37.2pp | 68.7%+29.3pp | 69.5%+28.5pp |
| Annual return | 68.19% | 20.25%+47.9pp | 20.65%+47.5pp | 73.15%-5.0pp |
| Employer contribution / active EE | $3,354 | $1,616+107.6% | $2,460+36.4% | $2,343+43.2% |
| Participant deferral / active EE | $906 | $2,386-62.0% | $3,438-73.7% | $3,332-72.8% |
| Admin fee / account holder | $173 | $3,653-95.3% | $5,558-96.9% | $4,645-96.3% |