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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,790 | $75,541-65.9% | $152,093-83.0% | $82,637-68.8% |
| Participation rate | 90.9% | 66.5%+24.4pp | 77.8%+13.1pp | 68.1%+22.9pp |
| Annual return | 22.24% | 32.56%-10.3pp | 66.36%-44.1pp | 53.51%-31.3pp |
| Employer contribution / active EE | $2,602 | $2,622-0.8% | $4,175-37.7% | $2,552+1.9% |
| Participant deferral / active EE | $4,131 | $3,206+28.9% | $5,451-24.2% | $4,126+0.1% |
| Admin fee / account holder | $255 | $6,405-96.0% | $14,497-98.2% | $7,339-96.5% |