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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,618 | $99,053-79.2% | $88,179-76.6% | $138,895-85.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 24.61% | 78.17%-53.6pp | 64.97%-40.4pp | 145.39%-120.8pp |
| Employer contribution / active EE | $1,539 | $2,882-46.6% | $2,549-39.7% | $4,194-63.3% |
| Participant deferral / active EE | $1,883 | $5,225-64.0% | $4,614-59.2% | $6,396-70.6% |
| Admin fee / account holder | $89 | $8,748-99.0% | $7,673-98.8% | $12,562-99.3% |