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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,984 | $77,908-62.8% | $149,696-80.6% | $75,173-61.4% |
| Participation rate | 95.2% | 65.6%+29.7pp | 78.8%+16.5pp | 67.2%+28.0pp |
| Annual return | 21.20% | 31.73%-10.5pp | 134.46%-113.3pp | 160.72%-139.5pp |
| Employer contribution / active EE | $4,697 | $3,138+49.7% | $4,821-2.6% | $2,671+75.8% |
| Participant deferral / active EE | $3,233 | $3,411-5.2% | $5,682-43.1% | $4,126-21.6% |
| Admin fee / account holder | $198 | $5,950-96.7% | $13,212-98.5% | $5,651-96.5% |