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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,359 | $60,442-61.4% | $96,754-75.9% | $87,485-73.3% |
| Participation rate | 85.0% | 58.7%+26.3pp | 70.3%+14.7pp | 68.9%+16.1pp |
| Annual return | 18.48% | 21.97%-3.5pp | 82.04%-63.6pp | 26.06%-7.6pp |
| Employer contribution / active EE | $2,149 | $1,691+27.1% | $2,679-19.8% | $2,596-17.2% |
| Participant deferral / active EE | $3,019 | $3,280-8.0% | $4,758-36.5% | $4,274-29.4% |
| Admin fee / account holder | $266 | $5,069-94.8% | $8,905-97.0% | $7,775-96.6% |