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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,036 | $100,139-76.0% | $85,187-71.8% | $145,884-83.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 8.60% | 84.15%-75.6pp | 66.67%-58.1pp | 551.85%-543.3pp |
| Employer contribution / active EE | $8,613 | $3,238+166.0% | $2,732+215.2% | $4,662+84.7% |
| Participant deferral / active EE | $14,349 | $5,296+171.0% | $4,525+217.1% | $6,690+114.5% |
| Admin fee / account holder | $283 | $7,262-96.1% | $6,162-95.4% | $13,392-97.9% |