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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,780 | $48,078-67.2% | $78,676-79.9% | $62,881-74.9% |
| Participation rate | 82.1% | 65.2%+16.8pp | 73.6%+8.5pp | 69.3%+12.7pp |
| Annual return | 17.88% | 31.36%-13.5pp | 62.19%-44.3pp | 20.14%-2.3pp |
| Employer contribution / active EE | $1,799 | $2,015-10.7% | $2,850-36.9% | $2,281-21.1% |
| Participant deferral / active EE | $4,715 | $2,587+82.3% | $3,517+34.1% | $3,203+47.2% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |