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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,582 | $70,430-65.1% | $96,572-74.5% | $85,851-71.4% |
| Participation rate | 74.3% | 61.8%+12.5pp | 69.8%+4.5pp | 69.3%+5.0pp |
| Annual return | 14.16% | 18.58%-4.4pp | 37.79%-23.6pp | 318.63%-304.5pp |
| Employer contribution / active EE | $2,094 | $1,413+48.2% | $2,357-11.2% | $2,565-18.4% |
| Participant deferral / active EE | $5,617 | $2,894+94.1% | $3,850+45.9% | $3,952+42.1% |
| Admin fee / account holder | $263 | $4,996-94.7% | $6,183-95.8% | $6,261-95.8% |