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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,630 | $78,015-67.1% | $178,505-85.6% | $80,959-68.3% |
| Participation rate | 90.9% | 65.7%+25.2pp | 77.1%+13.8pp | 67.7%+23.2pp |
| Annual return | 19.38% | 18.10%+1.3pp | 27.16%-7.8pp | 35.67%-16.3pp |
| Employer contribution / active EE | $3,437 | $2,281+50.7% | $3,955-13.1% | $2,757+24.7% |
| Participant deferral / active EE | $5,853 | $4,406+32.9% | $6,280-6.8% | $4,300+36.1% |
| Admin fee / account holder | $239 | $7,160-96.7% | $10,428-97.7% | $6,925-96.5% |