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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,336 | $81,276-73.7% | $155,574-86.3% | $80,925-73.6% |
| Participation rate | 94.4% | 66.2%+28.2pp | 78.2%+16.2pp | 67.7%+26.8pp |
| Annual return | 14.05% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $3,897 | $3,103+25.6% | $4,676-16.7% | $2,756+41.4% |
| Participant deferral / active EE | $5,815 | $3,453+68.4% | $5,629+3.3% | $4,299+35.3% |
| Admin fee / account holder | $23 | $7,993-99.7% | $15,914-99.9% | $6,940-99.7% |