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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,295 | $67,606-59.6% | $82,313-66.8% | $70,124-61.1% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.2pp |
| Annual return | 18.72% | 21.57%-2.8pp | 25.88%-7.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,725 | $1,755-1.7% | $2,428-29.0% | $2,342-26.4% |
| Participant deferral / active EE | $2,598 | $2,987-13.0% | $3,706-29.9% | $3,332-22.0% |
| Admin fee / account holder | $35 | $4,512-99.2% | $5,608-99.4% | $4,645-99.2% |