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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,968 | $99,345-75.9% | $84,753-71.7% | $273,972-91.3% |
| Participation rate | 82.6% | 80.7%+1.9pp | 76.6%+6.0pp | 83.0%-0.4pp |
| Annual return | 7.12% | 22.93%-15.8pp | 22.78%-15.7pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,887 | $4,214-55.2% | $3,574-47.2% | $4,869-61.2% |
| Participant deferral / active EE | $2,426 | $4,270-43.2% | $3,712-34.7% | $5,287-54.1% |
| Admin fee / account holder | $169 | $6,645-97.5% | $5,333-96.8% | $10,133-98.3% |