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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,181 | $45,050-73.0% | $63,018-80.7% | $70,126-82.6% |
| Participation rate | 96.7% | 69.5%+27.2pp | 74.8%+21.9pp | 69.5%+27.1pp |
| Annual return | 17.41% | 18.76%-1.4pp | 87.62%-70.2pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,503 | $2,052-26.7% | $2,761-45.5% | $2,343-35.8% |
| Participant deferral / active EE | $3,747 | $2,466+52.0% | $3,330+12.5% | $3,332+12.5% |
| Admin fee / account holder | $54 | $2,834-98.1% | $3,601-98.5% | $4,645-98.8% |