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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,850 | $107,666-80.6% | $102,184-79.6% | $154,746-86.5% |
| Participation rate | 87.5% | 83.7%+3.8pp | 82.6%+4.9pp | 80.7%+6.8pp |
| Annual return | 25.81% | 29.33%-3.5pp | 31.58%-5.8pp | 172.34%-146.5pp |
| Employer contribution / active EE | $1,832 | $3,846-52.4% | $3,594-49.0% | $4,379-58.2% |
| Participant deferral / active EE | $2,763 | $8,719-68.3% | $8,309-66.7% | $6,730-58.9% |
| Admin fee / account holder | $37 | $12,943-99.7% | $11,609-99.7% | $14,365-99.7% |