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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,166 | $84,236-71.3% | $170,435-85.8% | $70,126-65.5% |
| Participation rate | 95.6% | 70.8%+24.7pp | 83.6%+12.0pp | 69.5%+26.0pp |
| Annual return | 13.31% | 23.06%-9.8pp | 205.94%-192.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $2,778 | $3,387-18.0% | $5,432-48.9% | $2,343+18.6% |
| Participant deferral / active EE | $2,161 | $3,086-30.0% | $4,939-56.3% | $3,332-35.1% |
| Admin fee / account holder | $130 | $5,698-97.7% | $13,881-99.1% | $4,645-97.2% |