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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,878 | $90,486-71.4% | $78,676-67.1% | $273,972-90.6% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 6.85% | 75.62%-68.8pp | 62.19%-55.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,158 | $3,175-63.5% | $2,850-59.4% | $4,869-76.2% |
| Participant deferral / active EE | $3,968 | $3,901+1.7% | $3,517+12.8% | $5,287-24.9% |
| Admin fee / account holder | $287 | $5,263-94.5% | $4,510-93.6% | $10,133-97.2% |