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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,815 | $99,345-76.0% | $84,753-71.9% | $273,972-91.3% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.6%+5.8pp | 83.0%-0.7pp |
| Annual return | 23.20% | 22.93%+0.3pp | 22.78%+0.4pp | 41.46%-18.3pp |
| Employer contribution / active EE | $1,803 | $4,214-57.2% | $3,574-49.6% | $4,869-63.0% |
| Participant deferral / active EE | $3,451 | $4,270-19.2% | $3,712-7.0% | $5,287-34.7% |
| Admin fee / account holder | $56 | $6,645-99.2% | $5,333-98.9% | $10,133-99.4% |