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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,162 | $99,875-72.8% | $146,866-81.5% | $86,983-68.8% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.5%+28.5pp |
| Annual return | 21.79% | 28.10%-6.3pp | 102.85%-81.1pp | 25.83%-4.0pp |
| Employer contribution / active EE | $2,542 | $3,224-21.1% | $4,425-42.5% | $2,584-1.6% |
| Participant deferral / active EE | $3,721 | $6,322-41.1% | $7,759-52.0% | $4,194-11.3% |
| Admin fee / account holder | $162 | $7,838-97.9% | $13,620-98.8% | $7,856-97.9% |