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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,984 | $25,014-92.1% | $69,632-97.2% | $80,959-97.5% |
| Participation rate | 77.4% | 64.2%+13.2pp | 66.4%+11.0pp | 67.7%+9.8pp |
| Annual return | 12.04% | 19.08%-7.0pp | 101.32%-89.3pp | 35.67%-23.6pp |
| Employer contribution / active EE | $570 | $991-42.5% | $1,708-66.6% | $2,757-79.3% |
| Participant deferral / active EE | $902 | $1,840-51.0% | $2,889-68.8% | $4,300-79.0% |
| Admin fee / account holder | $232 | $2,491-90.7% | $4,695-95.1% | $6,925-96.7% |