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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,539 | $228,352-88.8% | $185,835-86.3% | $158,966-83.9% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.0%+8.6pp | 82.0%+4.7pp |
| Annual return | 10.27% | 40.81%-30.5pp | 35.96%-25.7pp | 302.95%-292.7pp |
| Employer contribution / active EE | $1,100 | $4,967-77.9% | $4,087-73.1% | $4,762-76.9% |
| Participant deferral / active EE | $3,584 | $6,416-44.1% | $5,633-36.4% | $5,983-40.1% |
| Admin fee / account holder | $285 | $11,867-97.6% | $9,502-97.0% | $11,250-97.5% |