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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,359 | $57,590-59.4% | $86,233-72.9% | $82,448-71.7% |
| Participation rate | 85.0% | 57.9%+27.1pp | 69.0%+16.0pp | 68.1%+16.9pp |
| Annual return | 18.48% | 22.41%-3.9pp | 61.39%-42.9pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,149 | $1,655+29.8% | $2,504-14.2% | $2,551-15.7% |
| Participant deferral / active EE | $3,019 | $3,080-2.0% | $4,559-33.8% | $4,139-27.1% |
| Admin fee / account holder | $266 | $4,730-94.4% | $8,342-96.8% | $7,234-96.3% |