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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,706 | $97,125-73.5% | $86,233-70.2% | $137,256-81.3% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.0%+23.8pp | 80.0%+12.9pp |
| Annual return | 18.30% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,520 | $2,841-46.5% | $2,504-39.3% | $4,156-63.4% |
| Participant deferral / active EE | $7,653 | $5,180+47.8% | $4,559+67.9% | $6,407+19.5% |
| Admin fee / account holder | $176 | $9,725-98.2% | $8,342-97.9% | $12,270-98.6% |