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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,440 | $94,439-68.8% | $73,658-60.0% | $154,746-81.0% |
| Participation rate | 72.7% | 64.7%+8.1pp | 57.0%+15.7pp | 80.7%-8.0pp |
| Annual return | 26.41% | 28.25%-1.8pp | 29.72%-3.3pp | 172.34%-145.9pp |
| Employer contribution / active EE | $1,464 | $1,257+16.4% | $1,032+41.8% | $4,379-66.6% |
| Participant deferral / active EE | $4,628 | $2,527+83.2% | $2,062+124.5% | $6,730-31.2% |
| Admin fee / account holder | $19 | $3,843-99.5% | $3,357-99.4% | $14,365-99.9% |