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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,169 | $53,128-65.8% | $86,582-79.0% | $70,126-74.1% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 19.21% | 27.66%-8.4pp | 965.08%-945.9pp | 73.15%-53.9pp |
| Employer contribution / active EE | $3,695 | $2,068+78.7% | $2,839+30.1% | $2,343+57.7% |
| Participant deferral / active EE | $2,081 | $2,695-22.8% | $3,609-42.3% | $3,332-37.5% |
| Admin fee / account holder | $240 | $3,584-93.3% | $4,904-95.1% | $4,645-94.8% |