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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,908 | $48,053-58.6% | $84,623-76.5% | $72,983-72.7% |
| Participation rate | 70.0% | 57.6%+12.4pp | 68.2%+1.8pp | 69.5%+0.5pp |
| Annual return | 25.50% | 37.39%-11.9pp | 258.77%-233.3pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,464 | $1,602-8.6% | $2,652-44.8% | $2,440-40.0% |
| Participant deferral / active EE | $3,799 | $2,681+41.7% | $3,899-2.6% | $3,608+5.3% |
| Admin fee / account holder | $29 | $3,395-99.1% | $4,913-99.4% | $5,124-99.4% |