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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,746 | $112,729-82.5% | $98,716-80.0% | $137,256-85.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 24.45% | 38.48%-14.0pp | 31.81%-7.4pp | 220.34%-195.9pp |
| Employer contribution / active EE | $5,486 | $2,725+101.3% | $2,279+140.8% | $4,156+32.0% |
| Participant deferral / active EE | $5,661 | $4,640+22.0% | $4,048+39.9% | $6,407-11.6% |
| Admin fee / account holder | $224 | $10,129-97.8% | $8,703-97.4% | $12,270-98.2% |