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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,458 | $69,118-79.1% | $53,647-73.1% | $138,895-89.6% |
| Participation rate | 77.8% | 64.0%+13.8pp | 56.3%+21.5pp | 79.9%-2.1pp |
| Annual return | 22.41% | 248.26%-225.9pp | 358.33%-335.9pp | 145.39%-123.0pp |
| Employer contribution / active EE | $910 | $1,189-23.5% | $962-5.4% | $4,194-78.3% |
| Participant deferral / active EE | $2,515 | $2,274+10.6% | $1,813+38.7% | $6,396-60.7% |
| Admin fee / account holder | $94 | $2,724-96.5% | $2,460-96.2% | $12,562-99.3% |