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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,833 | $94,439-87.5% | $73,658-83.9% | $154,746-92.4% |
| Participation rate | 71.4% | 64.7%+6.8pp | 57.0%+14.4pp | 80.7%-9.3pp |
| Annual return | 22.80% | 28.25%-5.5pp | 29.72%-6.9pp | 172.34%-149.5pp |
| Employer contribution / active EE | $2,049 | $1,257+63.0% | $1,032+98.5% | $4,379-53.2% |
| Participant deferral / active EE | $2,729 | $2,527+8.0% | $2,062+32.3% | $6,730-59.5% |
| Admin fee / account holder | $26 | $3,843-99.3% | $3,357-99.2% | $14,365-99.8% |