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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,947 | $76,551-72.6% | $123,894-83.1% | $62,881-66.7% |
| Participation rate | 98.3% | 73.0%+25.3pp | 81.4%+16.9pp | 69.3%+29.0pp |
| Annual return | 8.06% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,592 | $2,882-10.1% | $4,617-43.9% | $2,281+13.6% |
| Participant deferral / active EE | $4,213 | $4,840-13.0% | $5,984-29.6% | $3,203+31.5% |
| Admin fee / account holder | $272 | $4,826-94.4% | $8,357-96.7% | $4,296-93.7% |