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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,162 | $106,864-74.6% | $147,318-81.6% | $82,637-67.1% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.1%+16.0pp | 68.1%+30.0pp |
| Annual return | 21.79% | 27.49%-5.7pp | 70.43%-48.6pp | 53.51%-31.7pp |
| Employer contribution / active EE | $2,542 | $3,417-25.6% | $4,593-44.6% | $2,552-0.4% |
| Participant deferral / active EE | $3,721 | $6,496-42.7% | $7,906-52.9% | $4,126-9.8% |
| Admin fee / account holder | $162 | $8,415-98.1% | $13,708-98.8% | $7,339-97.8% |