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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,410 | $50,919-32.4% | $155,556-77.9% | $77,762-55.7% |
| Participation rate | 95.2% | 63.1%+32.1pp | 78.2%+17.0pp | 70.6%+24.6pp |
| Annual return | 13.57% | 34.84%-21.3pp | 64.84%-51.3pp | 31.27%-17.7pp |
| Employer contribution / active EE | $1,688 | $1,991-15.2% | $4,675-63.9% | $2,728-38.1% |
| Participant deferral / active EE | $1,282 | $2,824-54.6% | $5,631-77.2% | $4,651-72.4% |
| Admin fee / account holder | $5 | $437-98.8% | $15,885-100.0% | $433-98.7% |