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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,502 | $123,155-81.7% | $108,753-79.3% | $155,188-85.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 24.37% | 44.73%-20.4pp | 37.47%-13.1pp | 148.84%-124.5pp |
| Employer contribution / active EE | $997 | $2,811-64.5% | $2,427-58.9% | $4,248-76.5% |
| Participant deferral / active EE | $5,669 | $4,623+22.6% | $4,115+37.8% | $6,531-13.2% |
| Admin fee / account holder | $43 | $12,126-99.6% | $10,320-99.6% | $14,480-99.7% |