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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,128 | $91,179-76.8% | $178,499-88.2% | $79,852-73.5% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 23.52% | 24.19%-0.7pp | 151.10%-127.6pp | 31.72%-8.2pp |
| Employer contribution / active EE | $1,863 | $3,256-42.8% | $5,011-62.8% | $2,471-24.6% |
| Participant deferral / active EE | $5,294 | $3,236+63.6% | $5,202+1.8% | $3,740+41.5% |
| Admin fee / account holder | $172 | $6,749-97.4% | $13,986-98.8% | $5,306-96.8% |