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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,296 | $172,111-84.1% | $150,298-81.8% | $137,256-80.1% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 24.54% | 69.37%-44.8pp | 62.79%-38.2pp | 220.34%-195.8pp |
| Employer contribution / active EE | $2,104 | $4,636-54.6% | $4,154-49.3% | $4,156-49.4% |
| Participant deferral / active EE | $5,227 | $6,166-15.2% | $5,453-4.1% | $6,407-18.4% |
| Admin fee / account holder | $284 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |