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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,577 | $90,486-76.2% | $78,676-72.6% | $273,972-92.1% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 6.50% | 75.62%-69.1pp | 62.19%-55.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $2,582 | $3,175-18.7% | $2,850-9.4% | $4,869-47.0% |
| Participant deferral / active EE | $3,652 | $3,901-6.4% | $3,517+3.8% | $5,287-30.9% |
| Admin fee / account holder | -$283 | $5,263-105.4% | $4,510-106.3% | $10,133-102.8% |