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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,235 | $106,918-75.5% | $84,021-68.8% | $152,897-82.8% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.5%-12.5pp |
| Annual return | 32.41% | 105.01%-72.6pp | 71.32%-38.9pp | 345.43%-313.0pp |
| Employer contribution / active EE | $1,222 | $2,735-55.3% | $1,984-38.4% | $4,764-74.4% |
| Participant deferral / active EE | $4,462 | $4,012+11.2% | $3,239+37.7% | $5,851-23.7% |
| Admin fee / account holder | $232 | $8,288-97.2% | $6,102-96.2% | $11,599-98.0% |