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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,034 | $48,078-70.8% | $78,676-82.2% | $62,881-77.7% |
| Participation rate | 94.1% | 65.2%+28.9pp | 73.6%+20.6pp | 69.3%+24.8pp |
| Annual return | 22.39% | 31.36%-9.0pp | 62.19%-39.8pp | 20.14%+2.2pp |
| Employer contribution / active EE | $1,291 | $2,015-35.9% | $2,850-54.7% | $2,281-43.4% |
| Participant deferral / active EE | $6,824 | $2,587+163.8% | $3,517+94.0% | $3,203+113.0% |
| Admin fee / account holder | $49 | $3,206-98.5% | $4,510-98.9% | $4,296-98.9% |