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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,042 | $93,617-72.2% | $135,982-80.8% | $75,177-65.4% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 24.84% | 30.89%-6.1pp | 68.32%-43.5pp | 160.75%-135.9pp |
| Employer contribution / active EE | $1,690 | $3,538-52.2% | $4,859-65.2% | $2,671-36.7% |
| Participant deferral / active EE | $6,066 | $6,406-5.3% | $7,760-21.8% | $4,126+47.0% |
| Admin fee / account holder | $151 | $6,980-97.8% | $10,767-98.6% | $5,651-97.3% |