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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,053 | $99,875-77.9% | $146,866-85.0% | $86,983-74.6% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.5%+5.7pp | 69.5%+18.7pp |
| Annual return | 33.99% | 28.10%+5.9pp | 102.85%-68.9pp | 25.83%+8.2pp |
| Employer contribution / active EE | $2,100 | $3,224-34.9% | $4,425-52.5% | $2,584-18.7% |
| Participant deferral / active EE | $5,011 | $6,322-20.7% | $7,759-35.4% | $4,194+19.5% |
| Admin fee / account holder | $46 | $7,838-99.4% | $13,620-99.7% | $7,856-99.4% |