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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,804 | $54,763-63.8% | $90,324-78.1% | $72,976-72.9% |
| Participation rate | 96.4% | 65.2%+31.2pp | 73.3%+23.1pp | 69.5%+26.9pp |
| Annual return | 22.72% | 30.63%-7.9pp | 78.15%-55.4pp | 81.02%-58.3pp |
| Employer contribution / active EE | $1,749 | $2,093-16.5% | $2,856-38.8% | $2,440-28.3% |
| Participant deferral / active EE | $3,062 | $2,887+6.1% | $3,885-21.2% | $3,608-15.1% |
| Admin fee / account holder | $54 | $3,973-98.7% | $5,356-99.0% | $5,124-99.0% |