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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,188 | $105,929-73.4% | $81,926-65.6% | $158,950-82.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 37.52% | 38.19%-0.7pp | 29.49%+8.0pp | 302.91%-265.4pp |
| Employer contribution / active EE | $2,883 | $7,802-63.0% | $4,310-33.1% | $4,762-39.5% |
| Participant deferral / active EE | $7,021 | $13,007-46.0% | $7,108-1.2% | $5,983+17.4% |
| Admin fee / account holder | $221 | $8,492-97.4% | $5,159-95.7% | $11,248-98.0% |