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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,616 | $90,486-85.0% | $78,676-82.7% | $273,972-95.0% |
| Participation rate | 95.0% | 76.5%+18.5pp | 73.6%+21.4pp | 83.0%+12.0pp |
| Annual return | 5.51% | 75.62%-70.1pp | 62.19%-56.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,361 | $3,175-57.1% | $2,850-52.2% | $4,869-72.0% |
| Participant deferral / active EE | $4,550 | $3,901+16.6% | $3,517+29.4% | $5,287-13.9% |
| Admin fee / account holder | $255 | $5,263-95.2% | $4,510-94.3% | $10,133-97.5% |