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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,888 | $112,729-80.6% | $98,716-77.8% | $137,256-84.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 16.27% | 38.48%-22.2pp | 31.81%-15.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,077 | $2,725-60.5% | $2,279-52.7% | $4,156-74.1% |
| Participant deferral / active EE | $2,300 | $4,640-50.4% | $4,048-43.2% | $6,407-64.1% |
| Admin fee / account holder | $234 | $10,129-97.7% | $8,703-97.3% | $12,270-98.1% |