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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,185 | $81,331-66.6% | $155,534-82.5% | $80,935-66.4% |
| Participation rate | 71.4% | 66.3%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 16.63% | 33.37%-16.7pp | 64.92%-48.3pp | 35.66%-19.0pp |
| Employer contribution / active EE | $4,606 | $3,105+48.4% | $4,675-1.5% | $2,757+67.1% |
| Participant deferral / active EE | $1,583 | $3,454-54.2% | $5,630-71.9% | $4,299-63.2% |
| Admin fee / account holder | $286 | $7,999-96.4% | $15,900-98.2% | $6,924-95.9% |