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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,604 | $172,111-92.1% | $150,298-90.9% | $137,256-90.1% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 21.85% | 69.37%-47.5pp | 62.79%-40.9pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,753 | $4,636-62.2% | $4,154-57.8% | $4,156-57.8% |
| Participant deferral / active EE | $2,255 | $6,166-63.4% | $5,453-58.6% | $6,407-64.8% |
| Admin fee / account holder | $30 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |