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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,684 | $110,303-78.5% | $95,759-75.3% | $139,487-83.0% |
| Participation rate | 87.5% | 75.7%+11.8pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 21.29% | 27.19%-5.9pp | 28.42%-7.1pp | 373.84%-352.6pp |
| Employer contribution / active EE | $2,373 | $3,261-27.2% | $2,836-16.3% | $4,755-50.1% |
| Participant deferral / active EE | $7,533 | $4,674+61.1% | $4,244+77.5% | $6,713+12.2% |
| Admin fee / account holder | $262 | $6,615-96.0% | $5,678-95.4% | $11,407-97.7% |