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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,422 | $124,213-78.7% | $118,106-77.6% | $154,746-82.9% |
| Participation rate | 75.0% | 83.6%-8.6pp | 81.9%-6.9pp | 80.7%-5.7pp |
| Annual return | 23.31% | 18.29%+5.0pp | 19.44%+3.9pp | 172.34%-149.0pp |
| Employer contribution / active EE | $5,793 | $4,905+18.1% | $4,698+23.3% | $4,379+32.3% |
| Participant deferral / active EE | $11,928 | $6,859+73.9% | $6,619+80.2% | $6,730+77.2% |
| Admin fee / account holder | $75 | $9,627-99.2% | $8,973-99.2% | $14,365-99.5% |