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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,350 | $117,904-81.0% | $102,457-78.2% | $145,978-84.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 18.48% | 31.80%-13.3pp | 29.41%-10.9pp | 550.52%-532.0pp |
| Employer contribution / active EE | $3,119 | $3,613-13.7% | $3,022+3.2% | $4,662-33.1% |
| Participant deferral / active EE | $4,468 | $5,733-22.1% | $5,054-11.6% | $6,690-33.2% |
| Admin fee / account holder | $20 | $13,329-99.8% | $9,451-99.8% | $13,400-99.9% |