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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,162 | $81,358-67.8% | $155,556-83.2% | $80,959-67.7% |
| Participation rate | 89.7% | 66.3%+23.4pp | 78.2%+11.4pp | 67.7%+22.0pp |
| Annual return | 20.07% | 33.39%-13.3pp | 64.84%-44.8pp | 35.67%-15.6pp |
| Employer contribution / active EE | $4,108 | $3,106+32.2% | $4,675-12.1% | $2,757+49.0% |
| Participant deferral / active EE | $1,535 | $3,455-55.6% | $5,631-72.7% | $4,300-64.3% |
| Admin fee / account holder | $10 | $7,994-99.9% | $15,885-99.9% | $6,925-99.9% |