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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,748 | $90,486-84.8% | $78,676-82.5% | $273,972-95.0% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 18.95% | 75.62%-56.7pp | 62.19%-43.2pp | 41.46%-22.5pp |
| Employer contribution / active EE | $3,214 | $3,175+1.2% | $2,850+12.8% | $4,869-34.0% |
| Participant deferral / active EE | $4,743 | $3,901+21.6% | $3,517+34.9% | $5,287-10.3% |
| Admin fee / account holder | $153 | $5,263-97.1% | $4,510-96.6% | $10,133-98.5% |