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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,459 | $135,956-76.1% | $123,894-73.8% | $273,972-88.2% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 6.35% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,140 | $5,170-77.9% | $4,617-75.3% | $4,869-76.6% |
| Participant deferral / active EE | $2,803 | $6,343-55.8% | $5,984-53.2% | $5,287-47.0% |
| Admin fee / account holder | $26 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |