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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,179 | $49,255-57.0% | $70,494-70.0% | $79,856-73.5% |
| Participation rate | 87.0% | 69.2%+17.8pp | 75.1%+11.9pp | 69.6%+17.3pp |
| Annual return | 13.89% | 30.10%-16.2pp | 109.16%-95.3pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,234 | $2,100-41.2% | $2,738-54.9% | $2,471-50.1% |
| Participant deferral / active EE | $1,362 | $2,768-50.8% | $3,711-63.3% | $3,741-63.6% |
| Admin fee / account holder | $297 | $2,879-89.7% | $3,848-92.3% | $5,306-94.4% |