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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,359 | $63,949-63.5% | $129,031-81.9% | $94,015-75.2% |
| Participation rate | 85.0% | 63.4%+21.6pp | 73.4%+11.6pp | 70.8%+14.2pp |
| Annual return | 18.48% | 17.56%+0.9pp | 34.67%-16.2pp | 17.84%+0.6pp |
| Employer contribution / active EE | $2,149 | $1,865+15.3% | $3,226-33.4% | $2,790-23.0% |
| Participant deferral / active EE | $3,019 | $3,686-18.1% | $5,217-42.1% | $4,249-29.0% |
| Admin fee / account holder | $266 | $5,523-95.2% | $13,208-98.0% | $8,951-97.0% |