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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,277 | $76,551-61.8% | $123,894-76.4% | $62,881-53.4% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 8.63% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $715 | $2,882-75.2% | $4,617-84.5% | $2,281-68.7% |
| Participant deferral / active EE | $7,561 | $4,840+56.2% | $5,984+26.4% | $3,203+136.1% |
| Admin fee / account holder | $19 | $4,826-99.6% | $8,357-99.8% | $4,296-99.6% |