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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,504 | $94,439-80.4% | $73,658-74.9% | $154,746-88.0% |
| Participation rate | 91.7% | 64.7%+27.0pp | 57.0%+34.6pp | 80.7%+11.0pp |
| Annual return | 26.94% | 28.25%-1.3pp | 29.72%-2.8pp | 172.34%-145.4pp |
| Employer contribution / active EE | $1,625 | $1,257+29.2% | $1,032+57.4% | $4,379-62.9% |
| Participant deferral / active EE | $5,226 | $2,527+106.8% | $2,062+153.4% | $6,730-22.4% |
| Admin fee / account holder | $124 | $3,843-96.8% | $3,357-96.3% | $14,365-99.1% |