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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,821 | $48,076-52.5% | $78,693-71.0% | $62,891-63.7% |
| Participation rate | 76.6% | 65.2%+11.4pp | 73.6%+3.0pp | 69.3%+7.3pp |
| Annual return | 6.46% | 31.35%-24.9pp | 62.18%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $982 | $2,015-51.2% | $2,850-65.5% | $2,281-56.9% |
| Participant deferral / active EE | $2,135 | $2,588-17.5% | $3,517-39.3% | $3,203-33.3% |
| Admin fee / account holder | $1 | $3,207-100.0% | $4,511-100.0% | $4,296-100.0% |