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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,862 | $48,078-62.8% | $78,676-77.3% | $62,881-71.6% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.6%+22.4pp | 69.3%+26.7pp |
| Annual return | 8.00% | 31.36%-23.4pp | 62.19%-54.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,252 | $2,015+11.8% | $2,850-21.0% | $2,281-1.2% |
| Participant deferral / active EE | $2,866 | $2,587+10.8% | $3,517-18.5% | $3,203-10.5% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |