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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,840 | $58,311-64.3% | $81,882-74.5% | $80,959-74.3% |
| Participation rate | 74.2% | 63.5%+10.7pp | 72.4%+1.8pp | 67.7%+6.5pp |
| Annual return | 11.76% | 41.85%-30.1pp | 779.47%-767.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $5,222 | $2,347+122.5% | $2,916+79.1% | $2,757+89.4% |
| Participant deferral / active EE | $2,626 | $3,287-20.1% | $4,323-39.3% | $4,300-38.9% |
| Admin fee / account holder | $205 | $4,752-95.7% | $7,360-97.2% | $6,925-97.0% |