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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,514 | $153,311-82.1% | $109,313-74.8% | $273,972-90.0% |
| Participation rate | 95.8% | 80.1%+15.7pp | 71.3%+24.6pp | 83.0%+12.8pp |
| Annual return | 8.87% | 29.86%-21.0pp | 22.07%-13.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,180 | $5,619-79.0% | $3,892-69.7% | $4,869-75.8% |
| Participant deferral / active EE | $2,401 | $3,932-38.9% | $3,166-24.2% | $5,287-54.6% |
| Admin fee / account holder | $98 | $8,076-98.8% | $5,666-98.3% | $10,133-99.0% |