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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,278 | $105,623-78.9% | $87,502-74.5% | $273,972-91.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 9.79% | 12.26%-2.5pp | 12.21%-2.4pp | 41.46%-31.7pp |
| Employer contribution / active EE | $668 | $3,141-78.7% | $2,550-73.8% | $4,869-86.3% |
| Participant deferral / active EE | $3,852 | $3,601+7.0% | $3,149+22.3% | $5,287-27.1% |
| Admin fee / account holder | $233 | $4,781-95.1% | $4,221-94.5% | $10,133-97.7% |