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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,486 | $112,729-71.2% | $98,716-67.1% | $137,256-76.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 23.93% | 38.48%-14.5pp | 31.81%-7.9pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,843 | $2,725+4.3% | $2,279+24.8% | $4,156-31.6% |
| Participant deferral / active EE | $6,839 | $4,640+47.4% | $4,048+69.0% | $6,407+6.7% |
| Admin fee / account holder | $18 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |