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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,794 | $81,331-69.5% | $155,534-84.1% | $80,935-69.4% |
| Participation rate | 96.7% | 66.3%+30.4pp | 78.2%+18.4pp | 67.7%+29.0pp |
| Annual return | 11.95% | 33.37%-21.4pp | 64.92%-53.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $4,742 | $3,105+52.7% | $4,675+1.4% | $2,757+72.0% |
| Participant deferral / active EE | $3,127 | $3,454-9.5% | $5,630-44.5% | $4,299-27.3% |
| Admin fee / account holder | $182 | $7,999-97.7% | $15,900-98.9% | $6,924-97.4% |