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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,889 | $97,125-72.3% | $86,233-68.8% | $137,256-80.4% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.0%+23.8pp | 80.0%+12.9pp |
| Annual return | 17.28% | 74.19%-56.9pp | 61.39%-44.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,531 | $2,841-10.9% | $2,504+1.1% | $4,156-39.1% |
| Participant deferral / active EE | $5,079 | $5,180-2.0% | $4,559+11.4% | $6,407-20.7% |
| Admin fee / account holder | $212 | $9,725-97.8% | $8,342-97.5% | $12,270-98.3% |