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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,123 | $172,111-87.1% | $150,298-85.3% | $137,256-83.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 23.90% | 69.37%-45.5pp | 62.79%-38.9pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,983 | $4,636-57.2% | $4,154-52.3% | $4,156-52.3% |
| Participant deferral / active EE | $3,733 | $6,166-39.5% | $5,453-31.5% | $6,407-41.7% |
| Admin fee / account holder | $54 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |