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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,606 | $99,875-78.4% | $146,866-85.3% | $86,983-75.2% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.3pp | 69.5%+23.3pp |
| Annual return | 20.73% | 28.10%-7.4pp | 102.85%-82.1pp | 25.83%-5.1pp |
| Employer contribution / active EE | $2,266 | $3,224-29.7% | $4,425-48.8% | $2,584-12.3% |
| Participant deferral / active EE | $3,833 | $6,322-39.4% | $7,759-50.6% | $4,194-8.6% |
| Admin fee / account holder | $130 | $7,838-98.3% | $13,620-99.0% | $7,856-98.3% |