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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,434 | $50,860-44.1% | $155,574-81.7% | $77,714-63.4% |
| Participation rate | 77.6% | 63.1%+14.5pp | 78.2%-0.6pp | 70.6%+7.0pp |
| Annual return | 18.32% | 34.86%-16.5pp | 64.87%-46.5pp | 31.26%-12.9pp |
| Employer contribution / active EE | $1,119 | $1,991-43.8% | $4,676-76.1% | $2,727-59.0% |
| Participant deferral / active EE | $3,074 | $2,825+8.8% | $5,629-45.4% | $4,649-33.9% |
| Admin fee / account holder | $0 | $436-100.0% | $15,914-100.0% | $433-100.0% |