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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,297 | $81,331-66.4% | $155,534-82.4% | $80,935-66.3% |
| Participation rate | 96.0% | 66.3%+29.7pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 19.38% | 33.37%-14.0pp | 64.92%-45.5pp | 35.66%-16.3pp |
| Employer contribution / active EE | $2,187 | $3,105-29.6% | $4,675-53.2% | $2,757-20.7% |
| Participant deferral / active EE | $3,922 | $3,454+13.6% | $5,630-30.3% | $4,299-8.8% |
| Admin fee / account holder | $2 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |