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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,951 | $54,541-48.8% | $78,778-64.5% | $70,126-60.1% |
| Participation rate | 87.0% | 60.8%+26.2pp | 69.2%+17.8pp | 69.5%+17.4pp |
| Annual return | 18.85% | 21.07%-2.2pp | 35.62%-16.8pp | 73.15%-54.3pp |
| Employer contribution / active EE | $2,604 | $1,089+139.2% | $1,986+31.1% | $2,343+11.2% |
| Participant deferral / active EE | $4,164 | $2,210+88.4% | $2,958+40.8% | $3,332+25.0% |
| Admin fee / account holder | $219 | $3,709-94.1% | $5,134-95.7% | $4,645-95.3% |