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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,659 | $46,534-74.9% | $64,097-81.8% | $75,177-84.5% |
| Participation rate | 79.3% | 65.9%+13.4pp | 72.3%+7.0pp | 67.2%+12.1pp |
| Annual return | 22.45% | 26.07%-3.6pp | 33.75%-11.3pp | 160.75%-138.3pp |
| Employer contribution / active EE | $587 | $1,976-70.3% | $2,750-78.7% | $2,671-78.0% |
| Participant deferral / active EE | $1,329 | $2,835-53.1% | $3,881-65.8% | $4,126-67.8% |
| Admin fee / account holder | $243 | $2,957-91.8% | $3,070-92.1% | $5,651-95.7% |