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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,833 | $81,504-69.5% | $102,437-75.8% | $80,959-69.3% |
| Participation rate | 86.7% | 66.9%+19.8pp | 74.5%+12.2pp | 67.7%+19.0pp |
| Annual return | 13.45% | 25.60%-12.1pp | 24.95%-11.5pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,034 | $3,104-66.7% | $3,871-73.3% | $2,757-62.5% |
| Participant deferral / active EE | $4,134 | $3,871+6.8% | $5,060-18.3% | $4,300-3.9% |
| Admin fee / account holder | $137 | $6,719-98.0% | $8,388-98.4% | $6,925-98.0% |