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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,521 | $176,402-85.0% | $134,155-80.2% | $158,950-83.3% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 22.22% | 63.66%-41.4pp | 36.34%-14.1pp | 302.91%-280.7pp |
| Employer contribution / active EE | $1,543 | $5,042-69.4% | $3,705-58.3% | $4,762-67.6% |
| Participant deferral / active EE | $4,401 | $4,093+7.5% | $3,500+25.7% | $5,983-26.4% |
| Admin fee / account holder | $110 | $8,719-98.7% | $6,685-98.4% | $11,248-99.0% |