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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,781 | $48,314-54.9% | $67,561-67.8% | $80,925-73.1% |
| Participation rate | 83.9% | 66.4%+17.5pp | 72.9%+11.0pp | 67.7%+16.2pp |
| Annual return | 23.01% | 18.28%+4.7pp | 3525.44%-3502.4pp | 35.65%-12.6pp |
| Employer contribution / active EE | $2,263 | $2,022+11.9% | $2,735-17.2% | $2,756-17.9% |
| Participant deferral / active EE | $3,646 | $2,927+24.6% | $4,003-8.9% | $4,299-15.2% |
| Admin fee / account holder | $165 | $3,690-95.5% | $4,006-95.9% | $6,940-97.6% |