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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,413 | $80,985-66.2% | $96,576-71.6% | $75,181-63.5% |
| Participation rate | 83.7% | 71.8%+11.9pp | 76.0%+7.7pp | 67.2%+16.5pp |
| Annual return | 22.08% | 27.05%-5.0pp | 25.87%-3.8pp | 160.69%-138.6pp |
| Employer contribution / active EE | $1,852 | $2,282-18.9% | $2,965-37.5% | $2,671-30.7% |
| Participant deferral / active EE | $3,570 | $3,929-9.1% | $4,851-26.4% | $4,126-13.5% |
| Admin fee / account holder | $266 | $6,719-96.0% | $8,253-96.8% | $5,650-95.3% |