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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,334 | $117,895-76.0% | $102,460-72.3% | $145,897-80.6% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 48.61% | 31.92%+16.7pp | 29.47%+19.1pp | 552.29%-503.7pp |
| Employer contribution / active EE | $2,188 | $3,619-39.5% | $3,025-27.7% | $4,663-53.1% |
| Participant deferral / active EE | $3,287 | $5,736-42.7% | $5,056-35.0% | $6,689-50.9% |
| Admin fee / account holder | $21 | $13,353-99.8% | $9,460-99.8% | $13,390-99.8% |