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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,171 | $45,050-59.7% | $63,018-71.2% | $70,126-74.1% |
| Participation rate | 83.8% | 69.5%+14.3pp | 74.8%+9.0pp | 69.5%+14.2pp |
| Annual return | 11.63% | 18.76%-7.1pp | 87.62%-76.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $864 | $2,052-57.9% | $2,761-68.7% | $2,343-63.1% |
| Participant deferral / active EE | $823 | $2,466-66.6% | $3,330-75.3% | $3,332-75.3% |
| Admin fee / account holder | $118 | $2,834-95.8% | $3,601-96.7% | $4,645-97.5% |