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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,797 | $106,247-78.5% | $96,515-76.4% | $139,466-83.7% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.1pp |
| Annual return | 20.54% | 38.47%-17.9pp | 35.73%-15.2pp | 373.66%-353.1pp |
| Employer contribution / active EE | $1,482 | $4,106-63.9% | $3,740-60.4% | $4,754-68.8% |
| Participant deferral / active EE | $3,571 | $5,456-34.5% | $4,880-26.8% | $6,712-46.8% |
| Admin fee / account holder | $116 | $7,885-98.5% | $6,735-98.3% | $11,409-99.0% |