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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,083 | $172,111-86.0% | $150,298-84.0% | $137,256-82.5% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 22.70% | 69.37%-46.7pp | 62.79%-40.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,344 | $4,636-71.0% | $4,154-67.6% | $4,156-67.7% |
| Participant deferral / active EE | $3,916 | $6,166-36.5% | $5,453-28.2% | $6,407-38.9% |
| Admin fee / account holder | $58 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |