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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,482 | $65,685-76.4% | $57,181-72.9% | $273,968-94.3% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 12.11% | 21.99%-9.9pp | 14.59%-2.5pp | 41.45%-29.3pp |
| Employer contribution / active EE | $3,336 | $3,279+1.8% | $2,682+24.4% | $4,869-31.5% |
| Participant deferral / active EE | $3,623 | $3,781-4.2% | $3,096+17.0% | $5,287-31.5% |
| Admin fee / account holder | $111 | $4,835-97.7% | $3,139-96.5% | $10,132-98.9% |