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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,761 | $45,050-47.3% | $63,018-62.3% | $70,126-66.1% |
| Participation rate | 76.2% | 69.5%+6.7pp | 74.8%+1.4pp | 69.5%+6.7pp |
| Annual return | 23.04% | 18.76%+4.3pp | 87.62%-64.6pp | 73.15%-50.1pp |
| Employer contribution / active EE | $1,770 | $2,052-13.8% | $2,761-35.9% | $2,343-24.5% |
| Participant deferral / active EE | $3,690 | $2,466+49.7% | $3,330+10.8% | $3,332+10.8% |
| Admin fee / account holder | $12 | $2,834-99.6% | $3,601-99.7% | $4,645-99.7% |