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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,979 | $58,523-18.0% | $99,479-51.8% | $72,976-34.3% |
| Participation rate | 70.0% | 64.6%+5.4pp | 73.8%-3.8pp | 69.5%+0.5pp |
| Annual return | 17.28% | 28.51%-11.2pp | 30.72%-13.4pp | 81.02%-63.7pp |
| Employer contribution / active EE | $287 | $1,512-81.0% | $2,540-88.7% | $2,440-88.2% |
| Participant deferral / active EE | $1,401 | $2,606-46.2% | $3,619-61.3% | $3,608-61.2% |
| Admin fee / account holder | $15 | $4,102-99.6% | $6,253-99.8% | $5,124-99.7% |