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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,062 | $48,078-56.2% | $78,676-73.2% | $62,881-66.5% |
| Participation rate | 78.9% | 65.2%+13.7pp | 73.6%+5.4pp | 69.3%+9.6pp |
| Annual return | 5.38% | 31.36%-26.0pp | 62.19%-56.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $241 | $2,015-88.0% | $2,850-91.5% | $2,281-89.4% |
| Participant deferral / active EE | $1,616 | $2,587-37.5% | $3,517-54.0% | $3,203-49.5% |
| Admin fee / account holder | $58 | $3,206-98.2% | $4,510-98.7% | $4,296-98.7% |