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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,395 | $107,368-79.1% | $92,915-75.9% | $152,909-85.4% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 25.16% | 145.64%-120.5pp | 109.45%-84.3pp | 345.46%-320.3pp |
| Employer contribution / active EE | $1,997 | $4,222-52.7% | $3,653-45.3% | $4,764-58.1% |
| Participant deferral / active EE | $3,982 | $4,848-17.9% | $4,238-6.0% | $5,851-31.9% |
| Admin fee / account holder | $255 | $7,082-96.4% | $5,796-95.6% | $11,601-97.8% |