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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,652 | $77,449-70.8% | $69,483-67.4% | $152,909-85.2% |
| Participation rate | 77.8% | 78.1%-0.3pp | 74.6%+3.2pp | 82.5%-4.7pp |
| Annual return | 21.81% | 39.09%-17.3pp | 28.99%-7.2pp | 345.46%-323.7pp |
| Employer contribution / active EE | $8,162 | $3,316+146.2% | $2,780+193.6% | $4,764+71.3% |
| Participant deferral / active EE | $4,596 | $4,415+4.1% | $3,537+29.9% | $5,851-21.5% |
| Admin fee / account holder | $191 | $6,210-96.9% | $3,841-95.0% | $11,601-98.4% |