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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,521 | $157,829-84.5% | $136,867-82.1% | $198,609-87.7% |
| Participation rate | 75.0% | 77.2%-2.2pp | 74.5%+0.5pp | 82.4%-7.4pp |
| Annual return | 16.42% | 51.25%-34.8pp | 42.97%-26.6pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,397 | $3,923-64.4% | $3,547-60.6% | $5,055-72.4% |
| Participant deferral / active EE | $2,363 | $5,463-56.7% | $4,924-52.0% | $6,977-66.1% |
| Admin fee / account holder | $135 | $11,107-98.8% | $10,340-98.7% | $19,030-99.3% |