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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,690 | $77,472-64.3% | $100,392-72.4% | $80,935-65.8% |
| Participation rate | 92.0% | 76.9%+15.1pp | 81.5%+10.5pp | 67.7%+24.3pp |
| Annual return | 14.34% | 37.26%-22.9pp | 49.45%-35.1pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,400 | $2,800-14.3% | $3,941-39.1% | $2,757-12.9% |
| Participant deferral / active EE | $4,503 | $6,818-33.9% | $8,090-44.3% | $4,299+4.7% |
| Admin fee / account holder | $138 | $5,885-97.7% | $7,904-98.3% | $6,924-98.0% |