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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,945 | $135,956-81.7% | $123,894-79.9% | $273,972-90.9% |
| Participation rate | 95.8% | 84.1%+11.8pp | 81.4%+14.4pp | 83.0%+12.8pp |
| Annual return | 6.82% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,701 | $5,170-67.1% | $4,617-63.1% | $4,869-65.1% |
| Participant deferral / active EE | $3,673 | $6,343-42.1% | $5,984-38.6% | $5,287-30.5% |
| Admin fee / account holder | $169 | $9,817-98.3% | $8,357-98.0% | $10,133-98.3% |