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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,156 | $97,125-74.1% | $86,233-70.8% | $137,256-81.7% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 16.49% | 74.19%-57.7pp | 61.39%-44.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,888 | $2,841-33.6% | $2,504-24.6% | $4,156-54.6% |
| Participant deferral / active EE | $6,544 | $5,180+26.3% | $4,559+43.5% | $6,407+2.1% |
| Admin fee / account holder | $14 | $9,725-99.9% | $8,342-99.8% | $12,270-99.9% |