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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,482 | $90,484-77.4% | $78,675-74.0% | $273,970-92.5% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 11.82% | 75.62%-63.8pp | 62.19%-50.4pp | 41.46%-29.6pp |
| Employer contribution / active EE | $1,962 | $3,175-38.2% | $2,850-31.2% | $4,869-59.7% |
| Participant deferral / active EE | $2,672 | $3,901-31.5% | $3,517-24.0% | $5,287-49.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |