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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,824 | $123,155-75.8% | $108,753-72.6% | $155,188-80.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 23.19% | 44.73%-21.5pp | 37.47%-14.3pp | 148.84%-125.6pp |
| Employer contribution / active EE | $1,867 | $2,811-33.6% | $2,427-23.1% | $4,248-56.0% |
| Participant deferral / active EE | $5,154 | $4,623+11.5% | $4,115+25.3% | $6,531-21.1% |
| Admin fee / account holder | $59 | $12,126-99.5% | $10,320-99.4% | $14,480-99.6% |