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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,288 | $81,358-71.4% | $155,556-85.0% | $80,959-71.2% |
| Participation rate | 84.1% | 66.3%+17.8pp | 78.2%+5.9pp | 67.7%+16.4pp |
| Annual return | 20.03% | 33.39%-13.4pp | 64.84%-44.8pp | 35.67%-15.6pp |
| Employer contribution / active EE | $2,634 | $3,106-15.2% | $4,675-43.7% | $2,757-4.5% |
| Participant deferral / active EE | $2,523 | $3,455-27.0% | $5,631-55.2% | $4,300-41.3% |
| Admin fee / account holder | $75 | $7,994-99.1% | $15,885-99.5% | $6,925-98.9% |