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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,751 | $75,541-84.4% | $152,093-92.3% | $82,637-85.8% |
| Participation rate | 88.7% | 66.5%+22.1pp | 77.8%+10.9pp | 68.1%+20.6pp |
| Annual return | 26.37% | 32.56%-6.2pp | 66.36%-40.0pp | 53.51%-27.1pp |
| Employer contribution / active EE | $587 | $2,622-77.6% | $4,175-85.9% | $2,552-77.0% |
| Participant deferral / active EE | $5,717 | $3,206+78.3% | $5,451+4.9% | $4,126+38.6% |
| Admin fee / account holder | $291 | $6,405-95.5% | $14,497-98.0% | $7,339-96.0% |