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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,112 | $99,345-80.8% | $84,753-77.4% | $273,972-93.0% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 14.77% | 22.93%-8.2pp | 22.78%-8.0pp | 41.46%-26.7pp |
| Employer contribution / active EE | $1,118 | $4,214-73.5% | $3,574-68.7% | $4,869-77.0% |
| Participant deferral / active EE | $4,487 | $4,270+5.1% | $3,712+20.9% | $5,287-15.1% |
| Admin fee / account holder | $204 | $6,645-96.9% | $5,333-96.2% | $10,133-98.0% |