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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,319 | $55,713-65.3% | $75,901-74.5% | $72,975-73.5% |
| Participation rate | 87.2% | 61.1%+26.1pp | 69.3%+18.0pp | 69.5%+17.7pp |
| Annual return | 24.84% | 27.60%-2.8pp | 30.76%-5.9pp | 81.01%-56.2pp |
| Employer contribution / active EE | $2,076 | $1,687+23.1% | $2,501-17.0% | $2,440-14.9% |
| Participant deferral / active EE | $3,107 | $2,634+18.0% | $3,603-13.8% | $3,608-13.9% |
| Admin fee / account holder | $126 | $3,980-96.8% | $5,420-97.7% | $5,124-97.5% |