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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,310 | $115,225-83.2% | $100,712-80.8% | $138,895-86.1% |
| Participation rate | 70.0% | 74.3%-4.3pp | 69.3%+0.7pp | 79.9%-9.9pp |
| Annual return | 24.44% | 40.35%-15.9pp | 33.27%-8.8pp | 145.39%-121.0pp |
| Employer contribution / active EE | $980 | $2,771-64.6% | $2,313-57.6% | $4,194-76.6% |
| Participant deferral / active EE | $4,086 | $4,699-13.1% | $4,0850% | $6,396-36.1% |
| Admin fee / account holder | $234 | $10,844-97.8% | $9,256-97.5% | $12,562-98.1% |