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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,381 | $78,690-80.5% | $161,489-90.5% | $87,485-82.4% |
| Participation rate | 72.7% | 67.5%+5.3pp | 78.7%-6.0pp | 68.9%+3.8pp |
| Annual return | 18.61% | 32.74%-14.1pp | 89.72%-71.1pp | 26.06%-7.4pp |
| Employer contribution / active EE | $873 | $2,588-66.3% | $4,268-79.6% | $2,596-66.4% |
| Participant deferral / active EE | $1,044 | $3,311-68.5% | $5,630-81.5% | $4,274-75.6% |
| Admin fee / account holder | $130 | $6,724-98.1% | $16,006-99.2% | $7,775-98.3% |