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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,530 | $43,344-54.9% | $59,899-67.4% | $64,173-69.6% |
| Participation rate | 89.5% | 69.2%+20.3pp | 74.7%+14.8pp | 69.6%+19.9pp |
| Annual return | 11.63% | -1.55%+13.2pp | 3.46%+8.2pp | 7.63%+4.0pp |
| Employer contribution / active EE | $927 | $2,030-54.3% | $2,723-66.0% | $2,381-61.1% |
| Participant deferral / active EE | $1,015 | $2,547-60.2% | $3,402-70.2% | $3,470-70.8% |
| Admin fee / account holder | $89 | $3,008-97.0% | $3,592-97.5% | $4,887-98.2% |