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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,381 | $75,541-79.6% | $152,093-89.9% | $82,637-81.4% |
| Participation rate | 72.7% | 66.5%+6.2pp | 77.8%-5.0pp | 68.1%+4.7pp |
| Annual return | 18.61% | 32.56%-13.9pp | 66.36%-47.7pp | 53.51%-34.9pp |
| Employer contribution / active EE | $873 | $2,622-66.7% | $4,175-79.1% | $2,552-65.8% |
| Participant deferral / active EE | $1,044 | $3,206-67.4% | $5,451-80.8% | $4,126-74.7% |
| Admin fee / account holder | $130 | $6,405-98.0% | $14,497-99.1% | $7,339-98.2% |