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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,381 | $76,407-79.9% | $150,298-89.8% | $82,448-81.3% |
| Participation rate | 72.7% | 66.4%+6.3pp | 77.8%-5.0pp | 68.1%+4.7pp |
| Annual return | 18.61% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $873 | $2,614-66.6% | $4,154-79.0% | $2,551-65.8% |
| Participant deferral / active EE | $1,044 | $3,214-67.5% | $5,453-80.9% | $4,139-74.8% |
| Admin fee / account holder | $130 | $6,352-98.0% | $14,116-99.1% | $7,234-98.2% |