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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,336 | $81,358-73.8% | $155,556-86.3% | $80,959-73.6% |
| Participation rate | 94.4% | 66.3%+28.2pp | 78.2%+16.2pp | 67.7%+26.8pp |
| Annual return | 14.05% | 33.39%-19.3pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $3,897 | $3,106+25.4% | $4,675-16.7% | $2,757+41.3% |
| Participant deferral / active EE | $5,815 | $3,455+68.3% | $5,631+3.3% | $4,300+35.2% |
| Admin fee / account holder | $23 | $7,994-99.7% | $15,885-99.9% | $6,925-99.7% |