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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,209 | $98,240-72.3% | $82,312-66.9% | $147,586-81.6% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 35.60% | 30.85%+4.7pp | 25.88%+9.7pp | 578.59%-543.0pp |
| Employer contribution / active EE | $1,949 | $3,192-39.0% | $2,428-19.8% | $4,876-60.0% |
| Participant deferral / active EE | $4,347 | $4,383-0.8% | $3,706+17.3% | $5,439-20.1% |
| Admin fee / account holder | $4 | $8,563-100.0% | $5,608-99.9% | $10,886-100.0% |