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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,678 | $51,083-73.2% | $70,548-80.6% | $71,495-80.9% |
| Participation rate | 92.3% | 59.4%+32.9pp | 68.3%+24.0pp | 67.9%+24.4pp |
| Annual return | 23.44% | 42.64%-19.2pp | 32.78%-9.3pp | 28.85%-5.4pp |
| Employer contribution / active EE | $3,460 | $1,791+93.2% | $2,975+16.3% | $2,589+33.6% |
| Participant deferral / active EE | $4,794 | $3,028+58.3% | $4,567+5.0% | $4,291+11.7% |
| Admin fee / account holder | $60 | $1,995-97.0% | $6,424-99.1% | $1,588-96.2% |