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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,630 | $45,050-47.5% | $63,018-62.5% | $70,126-66.3% |
| Participation rate | 91.5% | 69.5%+22.0pp | 74.8%+16.7pp | 69.5%+22.0pp |
| Annual return | 13.87% | 18.76%-4.9pp | 87.62%-73.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,225 | $2,052-40.3% | $2,761-55.6% | $2,343-47.7% |
| Participant deferral / active EE | $821 | $2,466-66.7% | $3,330-75.3% | $3,332-75.4% |
| Admin fee / account holder | $262 | $2,834-90.7% | $3,601-92.7% | $4,645-94.4% |