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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,790 | $86,050-70.0% | $189,758-86.4% | $94,015-72.6% |
| Participation rate | 90.9% | 68.9%+22.0pp | 79.8%+11.1pp | 70.8%+20.1pp |
| Annual return | 22.24% | 17.77%+4.5pp | 52.62%-30.4pp | 17.84%+4.4pp |
| Employer contribution / active EE | $2,602 | $2,819-7.7% | $4,767-45.4% | $2,790-6.7% |
| Participant deferral / active EE | $4,131 | $3,349+23.4% | $5,856-29.5% | $4,249-2.8% |
| Admin fee / account holder | $255 | $6,627-96.1% | $20,388-98.7% | $8,951-97.1% |