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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,601 | $45,087-45.4% | $69,483-64.6% | $72,976-66.3% |
| Participation rate | 96.2% | 68.5%+27.8pp | 74.6%+21.6pp | 69.5%+26.7pp |
| Annual return | 17.96% | 22.67%-4.7pp | 28.99%-11.0pp | 81.02%-63.1pp |
| Employer contribution / active EE | $505 | $2,055-75.4% | $2,780-81.8% | $2,440-79.3% |
| Participant deferral / active EE | $1,011 | $2,603-61.2% | $3,537-71.4% | $3,608-72.0% |
| Admin fee / account holder | $151 | $3,057-95.1% | $3,841-96.1% | $5,124-97.1% |