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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,482 | $65,712-76.4% | $57,196-72.9% | $273,972-94.3% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 12.11% | 22.01%-9.9pp | 14.59%-2.5pp | 41.46%-29.4pp |
| Employer contribution / active EE | $3,336 | $3,280+1.7% | $2,683+24.3% | $4,869-31.5% |
| Participant deferral / active EE | $3,623 | $3,782-4.2% | $3,096+17.0% | $5,287-31.5% |
| Admin fee / account holder | $111 | $4,838-97.7% | $3,141-96.5% | $10,133-98.9% |