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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,458 | $104,650-86.2% | $83,854-82.8% | $155,188-90.7% |
| Participation rate | 77.8% | 65.1%+12.7pp | 59.1%+18.7pp | 80.8%-3.0pp |
| Annual return | 22.41% | 28.97%-6.6pp | 31.39%-9.0pp | 148.84%-126.4pp |
| Employer contribution / active EE | $910 | $1,196-23.9% | $1,017-10.6% | $4,248-78.6% |
| Participant deferral / active EE | $2,515 | $2,367+6.2% | $2,035+23.6% | $6,531-61.5% |
| Admin fee / account holder | $94 | $3,518-97.3% | $3,197-97.1% | $14,480-99.4% |