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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,947 | $68,852-59.4% | $120,524-76.8% | $80,925-65.5% |
| Participation rate | 79.6% | 61.6%+18.0pp | 71.9%+7.7pp | 67.7%+11.9pp |
| Annual return | 15.99% | 23.67%-7.7pp | 107.36%-91.4pp | 35.65%-19.7pp |
| Employer contribution / active EE | $1,388 | $2,063-32.7% | $3,469-60.0% | $2,756-49.6% |
| Participant deferral / active EE | $4,849 | $3,187+52.2% | $4,994-2.9% | $4,299+12.8% |
| Admin fee / account holder | $116 | $5,781-98.0% | $9,440-98.8% | $6,940-98.3% |