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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,580 | $77,638-67.1% | $156,551-83.7% | $62,881-59.3% |
| Participation rate | 77.6% | 71.2%+6.4pp | 84.0%-6.4pp | 69.3%+8.3pp |
| Annual return | 7.93% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $685 | $3,444-80.1% | $5,501-87.5% | $2,281-70.0% |
| Participant deferral / active EE | $1,743 | $3,046-42.8% | $4,871-64.2% | $3,203-45.6% |
| Admin fee / account holder | $236 | $5,561-95.8% | $13,028-98.2% | $4,296-94.5% |