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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,144 | $115,225-78.2% | $100,712-75.0% | $138,895-81.9% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 16.61% | 40.35%-23.7pp | 33.27%-16.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,226 | $2,771-55.8% | $2,313-47.0% | $4,194-70.8% |
| Participant deferral / active EE | $3,678 | $4,699-21.7% | $4,085-10.0% | $6,396-42.5% |
| Admin fee / account holder | $11 | $10,844-99.9% | $9,256-99.9% | $12,562-99.9% |