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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,277 | $101,618-83.0% | $93,063-81.4% | $137,256-87.4% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 21.20% | 223.95%-202.8pp | 34.15%-13.0pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,299 | $2,707-15.1% | $2,476-7.1% | $4,156-44.7% |
| Participant deferral / active EE | $4,348 | $4,279+1.6% | $3,958+9.9% | $6,407-32.1% |
| Admin fee / account holder | $51 | $6,198-99.2% | $6,033-99.2% | $12,270-99.6% |