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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,445 | $106,749-69.6% | $145,433-77.7% | $82,448-60.6% |
| Participation rate | 96.6% | 75.6%+20.9pp | 82.1%+14.4pp | 68.1%+28.5pp |
| Annual return | 20.73% | 27.59%-6.9pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,923 | $3,444-44.2% | $4,554-57.8% | $2,551-24.6% |
| Participant deferral / active EE | $2,647 | $6,519-59.4% | $7,897-66.5% | $4,139-36.0% |
| Admin fee / account holder | $205 | $8,390-97.6% | $13,129-98.4% | $7,234-97.2% |