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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,444 | $93,064-71.6% | $74,577-64.5% | $273,972-90.3% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 12.89% | 26.18%-13.3pp | 20.47%-7.6pp | 41.46%-28.6pp |
| Employer contribution / active EE | $1,712 | $3,160-45.8% | $2,525-32.2% | $4,869-64.8% |
| Participant deferral / active EE | $9,188 | $4,160+120.8% | $3,458+165.7% | $5,287+73.8% |
| Admin fee / account holder | $132 | $5,273-97.5% | $4,138-96.8% | $10,133-98.7% |