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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,612 | $90,486-85.0% | $78,676-82.7% | $273,972-95.0% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 10.84% | 75.62%-64.8pp | 62.19%-51.4pp | 41.46%-30.6pp |
| Employer contribution / active EE | $3,758 | $3,175+18.4% | $2,850+31.9% | $4,869-22.8% |
| Participant deferral / active EE | $2,657 | $3,901-31.9% | $3,517-24.4% | $5,287-49.7% |
| Admin fee / account holder | $14 | $5,263-99.7% | $4,510-99.7% | $10,133-99.9% |