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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,813 | $162,821-81.1% | $133,978-77.0% | $158,982-80.6% |
| Participation rate | 86.4% | 83.2%+3.1pp | 79.8%+6.5pp | 82.0%+4.4pp |
| Annual return | 24.16% | 41.95%-17.8pp | 45.10%-20.9pp | 302.99%-278.8pp |
| Employer contribution / active EE | $1,941 | $4,976-61.0% | $3,919-50.5% | $4,763-59.2% |
| Participant deferral / active EE | $6,359 | $5,910+7.6% | $5,047+26.0% | $5,983+6.3% |
| Admin fee / account holder | $260 | $11,742-97.8% | $8,930-97.1% | $11,252-97.7% |