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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,630 | $77,962-67.1% | $178,540-85.6% | $80,935-68.3% |
| Participation rate | 90.9% | 65.7%+25.2pp | 77.1%+13.8pp | 67.7%+23.2pp |
| Annual return | 19.38% | 18.10%+1.3pp | 27.15%-7.8pp | 35.66%-16.3pp |
| Employer contribution / active EE | $3,437 | $2,280+50.7% | $3,953-13.0% | $2,757+24.7% |
| Participant deferral / active EE | $5,853 | $4,404+32.9% | $6,281-6.8% | $4,299+36.1% |
| Admin fee / account holder | $239 | $7,156-96.7% | $10,424-97.7% | $6,924-96.5% |