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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,812 | $103,387-71.2% | $87,102-65.8% | $152,885-80.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 26.92% | 28.10%-1.2pp | 28.19%-1.3pp | 345.39%-318.5pp |
| Employer contribution / active EE | $2,667 | $3,221-17.2% | $2,521+5.8% | $4,763-44.0% |
| Participant deferral / active EE | $6,368 | $4,778+33.3% | $4,048+57.3% | $5,851+8.8% |
| Admin fee / account holder | $282 | $12,193-97.7% | $7,491-96.2% | $11,598-97.6% |