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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,368 | $37,446-67.0% | $77,552-84.1% | $79,856-84.5% |
| Participation rate | 73.8% | 41.5%+32.3pp | 54.2%+19.7pp | 69.6%+4.2pp |
| Annual return | 26.60% | 39.76%-13.2pp | 54.82%-28.2pp | 31.71%-5.1pp |
| Employer contribution / active EE | $969 | $637+52.0% | $987-1.8% | $2,471-60.8% |
| Participant deferral / active EE | $2,721 | $1,261+115.8% | $1,861+46.2% | $3,741-27.3% |
| Admin fee / account holder | $169 | $2,506-93.3% | $2,859-94.1% | $5,306-96.8% |