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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,827 | $48,078-58.8% | $78,676-74.8% | $62,881-68.5% |
| Participation rate | 89.4% | 65.2%+24.2pp | 73.6%+15.8pp | 69.3%+20.1pp |
| Annual return | 44.01% | 31.36%+12.7pp | 62.19%-18.2pp | 20.14%+23.9pp |
| Employer contribution / active EE | $936 | $2,015-53.6% | $2,850-67.2% | $2,281-59.0% |
| Participant deferral / active EE | $1,772 | $2,587-31.5% | $3,517-49.6% | $3,203-44.7% |
| Admin fee / account holder | $110 | $3,206-96.6% | $4,510-97.6% | $4,296-97.4% |