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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,440 | $174,018-83.1% | $136,833-78.5% | $198,609-85.2% |
| Participation rate | 72.7% | 65.1%+7.6pp | 59.0%+13.7pp | 82.4%-9.7pp |
| Annual return | 26.41% | 35.16%-8.8pp | 35.32%-8.9pp | 202.70%-176.3pp |
| Employer contribution / active EE | $1,464 | $1,571-6.8% | $1,319+11.0% | $5,055-71.0% |
| Participant deferral / active EE | $4,628 | $2,873+61.1% | $2,441+89.6% | $6,977-33.7% |
| Admin fee / account holder | $19 | $5,434-99.7% | $4,706-99.6% | $19,030-99.9% |