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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,639 | $104,650-89.8% | $83,854-87.3% | $155,188-93.1% |
| Participation rate | 81.8% | 65.1%+16.7pp | 59.1%+22.7pp | 80.8%+1.0pp |
| Annual return | 18.45% | 28.97%-10.5pp | 31.39%-12.9pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,389 | $1,196+16.1% | $1,017+36.6% | $4,248-67.3% |
| Participant deferral / active EE | $4,257 | $2,367+79.8% | $2,035+109.2% | $6,531-34.8% |
| Admin fee / account holder | $201 | $3,518-94.3% | $3,197-93.7% | $14,480-98.6% |