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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,485 | $46,877-32.8% | $122,354-74.3% | $70,126-55.1% |
| Participation rate | 93.5% | 58.2%+35.3pp | 71.6%+21.8pp | 69.5%+23.9pp |
| Annual return | 18.36% | 24.22%-5.9pp | 30.28%-11.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $438 | $1,288-66.0% | $4,051-89.2% | $2,343-81.3% |
| Participant deferral / active EE | $1,436 | $2,167-33.7% | $3,287-56.3% | $3,332-56.9% |
| Admin fee / account holder | $293 | $3,324-91.2% | $5,479-94.7% | $4,645-93.7% |