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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,260 | $97,125-78.1% | $86,233-75.3% | $137,256-84.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 18.85% | 74.19%-55.3pp | 61.39%-42.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,338 | $2,841-52.9% | $2,504-46.6% | $4,156-67.8% |
| Participant deferral / active EE | $4,739 | $5,180-8.5% | $4,559+3.9% | $6,407-26.0% |
| Admin fee / account holder | $70 | $9,725-99.3% | $8,342-99.2% | $12,270-99.4% |