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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,156 | $108,882-76.9% | $96,754-74.0% | $154,746-83.7% |
| Participation rate | 91.7% | 75.1%+16.6pp | 70.3%+21.4pp | 80.7%+11.0pp |
| Annual return | 16.49% | 98.39%-81.9pp | 82.04%-65.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,888 | $3,018-37.5% | $2,679-29.5% | $4,379-56.9% |
| Participant deferral / active EE | $6,544 | $5,323+23.0% | $4,758+37.5% | $6,730-2.8% |
| Admin fee / account holder | $14 | $10,200-99.9% | $8,905-99.8% | $14,365-99.9% |