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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,648 | $94,439-75.0% | $73,658-67.9% | $154,746-84.7% |
| Participation rate | 81.8% | 64.7%+17.2pp | 57.0%+24.8pp | 80.7%+1.1pp |
| Annual return | 20.21% | 28.25%-8.0pp | 29.72%-9.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,243 | $1,257+78.4% | $1,032+117.2% | $4,379-48.8% |
| Participant deferral / active EE | $4,273 | $2,527+69.1% | $2,062+107.2% | $6,730-36.5% |
| Admin fee / account holder | $144 | $3,843-96.2% | $3,357-95.7% | $14,365-99.0% |