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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,017 | $55,930-66.0% | $76,089-75.0% | $80,925-76.5% |
| Participation rate | 84.8% | 62.1%+22.7pp | 69.1%+15.7pp | 67.7%+17.1pp |
| Annual return | 23.22% | 20.58%+2.6pp | 360.94%-337.7pp | 35.65%-12.4pp |
| Employer contribution / active EE | $2,958 | $1,866+58.5% | $2,690+10.0% | $2,756+7.3% |
| Participant deferral / active EE | $5,303 | $3,051+73.8% | $4,259+24.5% | $4,299+23.4% |
| Admin fee / account holder | $289 | $5,241-94.5% | $6,418-95.5% | $6,940-95.8% |