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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,328 | $78,690-62.7% | $161,489-81.8% | $87,485-66.5% |
| Participation rate | 92.1% | 67.5%+24.6pp | 78.7%+13.4pp | 68.9%+23.2pp |
| Annual return | 25.05% | 32.74%-7.7pp | 89.72%-64.7pp | 26.06%-1.0pp |
| Employer contribution / active EE | $3,020 | $2,588+16.7% | $4,268-29.2% | $2,596+16.3% |
| Participant deferral / active EE | $5,640 | $3,311+70.3% | $5,630+0.2% | $4,274+32.0% |
| Admin fee / account holder | $239 | $6,724-96.4% | $16,006-98.5% | $7,775-96.9% |