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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,256 | $107,809-72.9% | $97,032-69.8% | $155,188-81.1% |
| Participation rate | 87.5% | 75.5%+12.0pp | 71.6%+15.9pp | 80.8%+6.7pp |
| Annual return | 22.17% | 38.06%-15.9pp | 35.38%-13.2pp | 148.84%-126.7pp |
| Employer contribution / active EE | $2,341 | $2,911-19.6% | $2,629-11.0% | $4,248-44.9% |
| Participant deferral / active EE | $5,012 | $5,129-2.3% | $4,672+7.3% | $6,531-23.3% |
| Admin fee / account holder | $65 | $10,717-99.4% | $9,418-99.3% | $14,480-99.6% |