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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,728 | $108,882-79.1% | $96,754-76.5% | $154,746-85.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 21.48% | 98.39%-76.9pp | 82.04%-60.6pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,509 | $3,018-50.0% | $2,679-43.7% | $4,379-65.5% |
| Participant deferral / active EE | $5,646 | $5,323+6.1% | $4,758+18.7% | $6,730-16.1% |
| Admin fee / account holder | $60 | $10,200-99.4% | $8,905-99.3% | $14,365-99.6% |