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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,185 | $90,486-85.4% | $78,676-83.2% | $273,972-95.2% |
| Participation rate | 95.7% | 76.5%+19.1pp | 73.6%+22.1pp | 83.0%+12.6pp |
| Annual return | 15.29% | 75.62%-60.3pp | 62.19%-46.9pp | 41.46%-26.2pp |
| Employer contribution / active EE | $3,418 | $3,175+7.7% | $2,850+19.9% | $4,869-29.8% |
| Participant deferral / active EE | $2,027 | $3,901-48.0% | $3,517-42.4% | $5,287-61.7% |
| Admin fee / account holder | $170 | $5,263-96.8% | $4,510-96.2% | $10,133-98.3% |