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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,302 | $47,848-65.9% | $81,473-80.0% | $70,126-76.8% |
| Participation rate | 78.6% | 58.3%+20.3pp | 68.0%+10.6pp | 69.5%+9.0pp |
| Annual return | 22.33% | 27.25%-4.9pp | 38.78%-16.5pp | 73.15%-50.8pp |
| Employer contribution / active EE | $2,044 | $1,527+33.8% | $2,568-20.4% | $2,343-12.8% |
| Participant deferral / active EE | $3,949 | $2,453+61.0% | $3,537+11.7% | $3,332+18.5% |
| Admin fee / account holder | $18 | $3,145-99.4% | $4,561-99.6% | $4,645-99.6% |