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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,712 | $72,273-63.0% | $101,275-73.6% | $79,856-66.5% |
| Participation rate | 86.4% | 68.5%+18.0pp | 75.8%+10.6pp | 69.6%+16.8pp |
| Annual return | 10.89% | 22.30%-11.4pp | 46.48%-35.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,726 | $2,691-35.8% | $3,660-52.8% | $2,471-30.1% |
| Participant deferral / active EE | $1,861 | $3,282-43.3% | $4,371-57.4% | $3,741-50.2% |
| Admin fee / account holder | $277 | $4,401-93.7% | $5,948-95.3% | $5,306-94.8% |