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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,033 | $60,442-75.1% | $96,754-84.5% | $87,485-82.8% |
| Participation rate | 96.3% | 58.7%+37.6pp | 70.3%+26.0pp | 68.9%+27.4pp |
| Annual return | 25.26% | 21.97%+3.3pp | 82.04%-56.8pp | 26.06%-0.8pp |
| Employer contribution / active EE | $2,700 | $1,691+59.7% | $2,679+0.8% | $2,596+4.0% |
| Participant deferral / active EE | $3,213 | $3,280-2.0% | $4,758-32.5% | $4,274-24.8% |
| Admin fee / account holder | $93 | $5,069-98.2% | $8,905-99.0% | $7,775-98.8% |