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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,185 | $81,233-66.5% | $155,567-82.5% | $80,874-66.4% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 16.63% | 33.33%-16.7pp | 64.74%-48.1pp | 35.62%-19.0pp |
| Employer contribution / active EE | $4,606 | $3,101+48.5% | $4,674-1.5% | $2,756+67.1% |
| Participant deferral / active EE | $1,583 | $3,452-54.1% | $5,628-71.9% | $4,297-63.2% |
| Admin fee / account holder | $286 | $7,998-96.4% | $15,916-98.2% | $6,935-95.9% |