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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,011 | $176,402-86.4% | $134,162-82.1% | $158,966-84.9% |
| Participation rate | 77.8% | 78.7%-0.9pp | 72.2%+5.6pp | 82.0%-4.2pp |
| Annual return | 24.19% | 63.66%-39.5pp | 36.35%-12.2pp | 302.95%-278.8pp |
| Employer contribution / active EE | $1,503 | $5,042-70.2% | $3,705-59.4% | $4,762-68.4% |
| Participant deferral / active EE | $5,866 | $4,093+43.3% | $3,500+67.6% | $5,983-2.0% |
| Admin fee / account holder | $228 | $8,719-97.4% | $6,685-96.6% | $11,250-98.0% |