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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,788 | $174,018-69.1% | $136,833-60.7% | $198,609-72.9% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.0%+16.0pp | 82.4%-7.4pp |
| Annual return | 21.77% | 35.16%-13.4pp | 35.32%-13.6pp | 202.70%-180.9pp |
| Employer contribution / active EE | $1,116 | $1,571-29.0% | $1,319-15.4% | $5,055-77.9% |
| Participant deferral / active EE | $1,311 | $2,873-54.4% | $2,441-46.3% | $6,977-81.2% |
| Admin fee / account holder | $20 | $5,434-99.6% | $4,706-99.6% | $19,030-99.9% |