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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,088 | $90,486-65.6% | $78,676-60.5% | $273,972-88.7% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 6.62% | 75.62%-69.0pp | 62.19%-55.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,346 | $3,175-57.6% | $2,850-52.8% | $4,869-72.3% |
| Participant deferral / active EE | $3,358 | $3,901-13.9% | $3,517-4.5% | $5,287-36.5% |
| Admin fee / account holder | $21 | $5,263-99.6% | $4,510-99.5% | $10,133-99.8% |