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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,690 | $77,492-64.3% | $100,398-72.4% | $80,911-65.8% |
| Participation rate | 92.0% | 76.9%+15.1pp | 81.5%+10.5pp | 67.6%+24.4pp |
| Annual return | 14.34% | 37.23%-22.9pp | 49.32%-35.0pp | 35.63%-21.3pp |
| Employer contribution / active EE | $2,400 | $2,800-14.3% | $3,946-39.2% | $2,756-12.9% |
| Participant deferral / active EE | $4,503 | $6,817-33.9% | $8,084-44.3% | $4,297+4.8% |
| Admin fee / account holder | $138 | $5,892-97.7% | $7,893-98.3% | $6,935-98.0% |