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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,412 | $135,956-80.6% | $123,894-78.7% | $273,972-90.4% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 7.20% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,996 | $5,170-42.0% | $4,617-35.1% | $4,869-38.5% |
| Participant deferral / active EE | $2,225 | $6,343-64.9% | $5,984-62.8% | $5,287-57.9% |
| Admin fee / account holder | $286 | $9,817-97.1% | $8,357-96.6% | $10,133-97.2% |