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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,128 | $93,346-76.3% | $71,796-69.2% | $273,972-91.9% |
| Participation rate | 92.3% | 76.5%+15.8pp | 69.1%+23.2pp | 83.0%+9.3pp |
| Annual return | 11.12% | 130.39%-119.3pp | 78.04%-66.9pp | 41.46%-30.3pp |
| Employer contribution / active EE | $3,632 | $2,733+32.9% | $1,924+88.7% | $4,869-25.4% |
| Participant deferral / active EE | $9,479 | $3,475+172.8% | $2,794+239.2% | $5,287+79.3% |
| Admin fee / account holder | $93 | $6,571-98.6% | $4,815-98.1% | $10,133-99.1% |