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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,086 | $94,766-72.5% | $112,923-76.9% | $139,487-81.3% |
| Participation rate | 87.5% | 81.3%+6.2pp | 80.5%+7.0pp | 80.3%+7.2pp |
| Annual return | 24.65% | 40.96%-16.3pp | 34.13%-9.5pp | 373.84%-349.2pp |
| Employer contribution / active EE | $2,885 | $4,636-37.8% | $4,570-36.9% | $4,755-39.3% |
| Participant deferral / active EE | $6,599 | $6,523+1.2% | $6,520+1.2% | $6,713-1.7% |
| Admin fee / account holder | $190 | $8,529-97.8% | $7,046-97.3% | $11,407-98.3% |