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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,350 | $117,895-81.0% | $102,460-78.2% | $145,897-84.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 18.48% | 31.92%-13.4pp | 29.47%-11.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $3,119 | $3,619-13.8% | $3,025+3.1% | $4,663-33.1% |
| Participant deferral / active EE | $4,468 | $5,736-22.1% | $5,056-11.6% | $6,689-33.2% |
| Admin fee / account holder | $20 | $13,353-99.9% | $9,460-99.8% | $13,390-99.9% |