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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,350 | $76,407-83.8% | $150,298-91.8% | $82,448-85.0% |
| Participation rate | 93.1% | 66.4%+26.7pp | 77.8%+15.3pp | 68.1%+25.0pp |
| Annual return | 22.63% | 39.99%-17.4pp | 62.79%-40.2pp | 41.64%-19.0pp |
| Employer contribution / active EE | $1,705 | $2,614-34.8% | $4,154-59.0% | $2,551-33.2% |
| Participant deferral / active EE | $3,240 | $3,214+0.8% | $5,453-40.6% | $4,139-21.7% |
| Admin fee / account holder | $227 | $6,352-96.4% | $14,116-98.4% | $7,234-96.9% |