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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,295 | $58,828-57.0% | $78,002-67.6% | $62,881-59.8% |
| Participation rate | 91.7% | 71.1%+20.6pp | 75.5%+16.1pp | 69.3%+22.4pp |
| Annual return | 8.78% | 17.16%-8.4pp | 425.99%-417.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $388 | $1,672-76.8% | $2,470-84.3% | $2,281-83.0% |
| Participant deferral / active EE | $1,801 | $2,686-32.9% | $3,497-48.5% | $3,203-43.8% |
| Admin fee / account holder | $294 | $4,393-93.3% | $5,481-94.6% | $4,296-93.2% |