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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,344 | $88,672-74.8% | $105,223-78.8% | $82,448-72.9% |
| Participation rate | 92.9% | 67.9%+24.9pp | 75.0%+17.8pp | 68.1%+24.8pp |
| Annual return | 20.28% | 30.86%-10.6pp | 180.65%-160.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $3,133 | $3,048+2.8% | $3,689-15.1% | $2,551+22.8% |
| Participant deferral / active EE | $3,641 | $4,036-9.8% | $5,072-28.2% | $4,139-12.0% |
| Admin fee / account holder | $41 | $7,146-99.4% | $8,859-99.5% | $7,234-99.4% |