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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,472 | $46,599-47.5% | $64,101-61.8% | $75,173-67.4% |
| Participation rate | 88.0% | 65.9%+22.1pp | 72.3%+15.7pp | 67.2%+20.8pp |
| Annual return | 23.85% | 26.06%-2.2pp | 33.72%-9.9pp | 160.72%-136.9pp |
| Employer contribution / active EE | $3,458 | $1,975+75.1% | $2,749+25.8% | $2,671+29.5% |
| Participant deferral / active EE | $4,319 | $2,837+52.2% | $3,881+11.3% | $4,126+4.7% |
| Admin fee / account holder | $171 | $2,956-94.2% | $3,070-94.4% | $5,651-97.0% |