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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,326 | $105,623-74.1% | $87,502-68.8% | $273,972-90.0% |
| Participation rate | 85.7% | 78.2%+7.5pp | 73.8%+11.9pp | 83.0%+2.7pp |
| Annual return | 21.73% | 12.26%+9.5pp | 12.21%+9.5pp | 41.46%-19.7pp |
| Employer contribution / active EE | $1,738 | $3,141-44.7% | $2,550-31.8% | $4,869-64.3% |
| Participant deferral / active EE | $11,097 | $3,601+208.2% | $3,149+252.4% | $5,287+109.9% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |