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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,258 | $86,919-62.9% | $102,457-68.5% | $80,911-60.1% |
| Participation rate | 71.0% | 72.4%-1.4pp | 76.5%-5.5pp | 67.6%+3.3pp |
| Annual return | 13.59% | 18.90%-5.3pp | 29.41%-15.8pp | 35.63%-22.0pp |
| Employer contribution / active EE | $1,785 | $2,368-24.6% | $3,022-40.9% | $2,756-35.2% |
| Participant deferral / active EE | $2,036 | $4,119-50.6% | $5,054-59.7% | $4,297-52.6% |
| Admin fee / account holder | $114 | $8,049-98.6% | $9,451-98.8% | $6,935-98.4% |