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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,185 | $73,978-61.9% | $96,515-70.8% | $75,173-62.5% |
| Participation rate | 92.7% | 66.4%+26.3pp | 74.3%+18.4pp | 67.2%+25.5pp |
| Annual return | 16.97% | 26.72%-9.8pp | 35.73%-18.8pp | 160.72%-143.8pp |
| Employer contribution / active EE | $2,871 | $2,931-2.0% | $3,740-23.2% | $2,671+7.5% |
| Participant deferral / active EE | $2,392 | $3,660-34.6% | $4,880-51.0% | $4,126-42.0% |
| Admin fee / account holder | $282 | $5,219-94.6% | $6,735-95.8% | $5,651-95.0% |