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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,412 | $90,509-77.4% | $78,693-74.1% | $273,968-92.5% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 6.67% | 75.61%-68.9pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,510 | $3,175-52.5% | $2,850-47.0% | $4,869-69.0% |
| Participant deferral / active EE | $3,899 | $3,9010% | $3,517+10.9% | $5,287-26.2% |
| Admin fee / account holder | $162 | $5,264-96.9% | $4,511-96.4% | $10,132-98.4% |