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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,518 | $161,352-86.0% | $134,172-83.2% | $137,256-83.6% |
| Participation rate | 90.9% | 78.3%+12.6pp | 72.5%+18.4pp | 80.0%+10.9pp |
| Annual return | 13.48% | 28.72%-15.2pp | 25.30%-11.8pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,093 | $4,099-24.5% | $3,420-9.6% | $4,156-25.6% |
| Participant deferral / active EE | $3,526 | $5,552-36.5% | $4,690-24.8% | $6,407-45.0% |
| Admin fee / account holder | $117 | $15,028-99.2% | $12,016-99.0% | $12,270-99.0% |