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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,033 | $58,057-74.1% | $97,032-84.5% | $86,983-82.7% |
| Participation rate | 96.3% | 60.4%+35.9pp | 71.6%+24.7pp | 69.5%+26.8pp |
| Annual return | 25.26% | 22.26%+3.0pp | 35.38%-10.1pp | 25.83%-0.6pp |
| Employer contribution / active EE | $2,700 | $1,663+62.3% | $2,629+2.7% | $2,584+4.5% |
| Participant deferral / active EE | $3,213 | $3,244-0.9% | $4,672-31.2% | $4,194-23.4% |
| Admin fee / account holder | $93 | $4,839-98.1% | $9,418-99.0% | $7,856-98.8% |