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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,326 | $77,638-70.0% | $156,551-85.1% | $62,881-62.9% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.6pp | 69.3%+27.3pp |
| Annual return | 8.98% | 50.33%-41.3pp | 32.23%-23.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,962 | $3,444-43.0% | $5,501-64.3% | $2,281-14.0% |
| Participant deferral / active EE | $2,065 | $3,046-32.2% | $4,871-57.6% | $3,203-35.5% |
| Admin fee / account holder | $266 | $5,561-95.2% | $13,028-98.0% | $4,296-93.8% |