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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,758 | $48,118-71.4% | $136,833-89.9% | $94,015-85.4% |
| Participation rate | 95.2% | 47.4%+47.8pp | 59.0%+36.1pp | 70.8%+24.3pp |
| Annual return | 13.59% | 14.65%-1.1pp | 35.32%-21.7pp | 17.84%-4.3pp |
| Employer contribution / active EE | $3,374 | $821+311.1% | $1,319+155.9% | $2,790+20.9% |
| Participant deferral / active EE | $1,968 | $1,651+19.2% | $2,441-19.4% | $4,249-53.7% |
| Admin fee / account holder | $184 | $3,059-94.0% | $4,706-96.1% | $8,951-97.9% |