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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,794 | $81,262-69.5% | $155,602-84.1% | $80,911-69.4% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 11.95% | 33.34%-21.4pp | 64.81%-52.9pp | 35.63%-23.7pp |
| Employer contribution / active EE | $4,742 | $3,102+52.9% | $4,675+1.4% | $2,756+72.1% |
| Participant deferral / active EE | $3,127 | $3,451-9.4% | $5,629-44.5% | $4,297-27.2% |
| Admin fee / account holder | $182 | $7,992-97.7% | $15,923-98.9% | $6,935-97.4% |