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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,236 | $54,763-52.1% | $90,324-71.0% | $72,976-64.0% |
| Participation rate | 85.7% | 65.2%+20.6pp | 73.3%+12.4pp | 69.5%+16.2pp |
| Annual return | 20.84% | 30.63%-9.8pp | 78.15%-57.3pp | 81.02%-60.2pp |
| Employer contribution / active EE | $1,847 | $2,093-11.8% | $2,856-35.3% | $2,440-24.3% |
| Participant deferral / active EE | $3,328 | $2,887+15.3% | $3,885-14.3% | $3,608-7.8% |
| Admin fee / account holder | $102 | $3,973-97.4% | $5,356-98.1% | $5,124-98.0% |