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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,360 | $90,486-79.7% | $78,676-76.7% | $273,972-93.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 8.19% | 75.62%-67.4pp | 62.19%-54.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,922 | $3,175-39.5% | $2,850-32.6% | $4,869-60.5% |
| Participant deferral / active EE | $4,024 | $3,901+3.1% | $3,517+14.4% | $5,287-23.9% |
| Admin fee / account holder | $158 | $5,263-97.0% | $4,510-96.5% | $10,133-98.4% |