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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,162 | $81,262-67.8% | $155,602-83.2% | $80,911-67.7% |
| Participation rate | 89.7% | 66.2%+23.4pp | 78.2%+11.5pp | 67.6%+22.0pp |
| Annual return | 20.07% | 33.34%-13.3pp | 64.81%-44.7pp | 35.63%-15.6pp |
| Employer contribution / active EE | $4,108 | $3,102+32.4% | $4,675-12.1% | $2,756+49.1% |
| Participant deferral / active EE | $1,535 | $3,451-55.5% | $5,629-72.7% | $4,297-64.3% |
| Admin fee / account holder | $10 | $7,992-99.9% | $15,923-99.9% | $6,935-99.9% |