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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,166 | $124,980-79.9% | $108,359-76.8% | $154,746-83.7% |
| Participation rate | 92.9% | 75.2%+17.7pp | 70.1%+22.7pp | 80.7%+12.2pp |
| Annual return | 20.52% | 45.00%-24.5pp | 36.89%-16.4pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,850 | $2,851-35.1% | $2,399-22.9% | $4,379-57.8% |
| Participant deferral / active EE | $3,501 | $4,743-26.2% | $4,137-15.4% | $6,730-48.0% |
| Admin fee / account holder | $47 | $11,502-99.6% | $9,741-99.5% | $14,365-99.7% |