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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,728 | $97,125-76.6% | $86,233-73.6% | $137,256-83.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 21.48% | 74.19%-52.7pp | 61.39%-39.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,509 | $2,841-46.9% | $2,504-39.8% | $4,156-63.7% |
| Participant deferral / active EE | $5,646 | $5,180+9.0% | $4,559+23.8% | $6,407-11.9% |
| Admin fee / account holder | $60 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |