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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,091 | $93,589-66.8% | $135,942-77.1% | $75,181-58.6% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 25.56% | 30.90%-5.3pp | 68.28%-42.7pp | 160.69%-135.1pp |
| Employer contribution / active EE | $2,603 | $3,537-26.4% | $4,858-46.4% | $2,671-2.5% |
| Participant deferral / active EE | $6,659 | $6,405+4.0% | $7,759-14.2% | $4,126+61.4% |
| Admin fee / account holder | $22 | $6,977-99.7% | $10,764-99.8% | $5,650-99.6% |