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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,616 | $57,541-78.1% | $95,759-86.8% | $75,177-83.2% |
| Participation rate | 75.0% | 62.5%+12.5pp | 72.3%+2.7pp | 67.2%+7.8pp |
| Annual return | 21.76% | 34.93%-13.2pp | 28.42%-6.7pp | 160.75%-139.0pp |
| Employer contribution / active EE | $837 | $1,808-53.7% | $2,836-70.5% | $2,671-68.7% |
| Participant deferral / active EE | $1,504 | $3,074-51.1% | $4,244-64.6% | $4,126-63.6% |
| Admin fee / account holder | $104 | $4,099-97.5% | $5,678-98.2% | $5,651-98.2% |