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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,359 | $58,848-60.3% | $88,179-73.5% | $82,637-71.7% |
| Participation rate | 85.0% | 57.9%+27.1pp | 69.1%+15.9pp | 68.1%+16.9pp |
| Annual return | 18.48% | 22.76%-4.3pp | 64.97%-46.5pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,149 | $1,678+28.1% | $2,549-15.7% | $2,552-15.8% |
| Participant deferral / active EE | $3,019 | $3,124-3.3% | $4,614-34.6% | $4,126-26.8% |
| Admin fee / account holder | $266 | $4,795-94.5% | $7,673-96.5% | $7,339-96.4% |