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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,066 | $54,763-43.3% | $90,324-65.6% | $72,976-57.4% |
| Participation rate | 92.3% | 65.2%+27.2pp | 73.3%+19.0pp | 69.5%+22.8pp |
| Annual return | 22.96% | 30.63%-7.7pp | 78.15%-55.2pp | 81.02%-58.1pp |
| Employer contribution / active EE | $1,469 | $2,093-29.8% | $2,856-48.6% | $2,440-39.8% |
| Participant deferral / active EE | $3,155 | $2,887+9.3% | $3,885-18.8% | $3,608-12.5% |
| Admin fee / account holder | $267 | $3,973-93.3% | $5,356-95.0% | $5,124-94.8% |