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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,155 | $116,167-77.5% | $64,489-59.4% | $137,256-80.9% |
| Participation rate | 83.3% | 68.2%+15.1pp | 67.7%+15.6pp | 80.0%+3.4pp |
| Annual return | 16.83% | 36.55%-19.7pp | 55.03%-38.2pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,512 | $2,483+1.2% | $1,523+64.9% | $4,156-39.6% |
| Participant deferral / active EE | $7,087 | $4,215+68.1% | $2,778+155.1% | $6,407+10.6% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |