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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,797 | $77,920-66.9% | $149,723-82.8% | $75,177-65.7% |
| Participation rate | 97.1% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+29.9pp |
| Annual return | 17.51% | 31.72%-14.2pp | 134.50%-117.0pp | 160.75%-143.2pp |
| Employer contribution / active EE | $1,650 | $3,138-47.4% | $4,821-65.8% | $2,671-38.2% |
| Participant deferral / active EE | $3,875 | $3,411+13.6% | $5,682-31.8% | $4,126-6.1% |
| Admin fee / account holder | $214 | $5,951-96.4% | $13,215-98.4% | $5,651-96.2% |