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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,454 | $96,956-55.2% | $70,014-37.9% | $273,968-84.1% |
| Participation rate | 78.6% | 77.1%+1.5pp | 71.8%+6.8pp | 83.0%-4.4pp |
| Annual return | 11.93% | 12.93%-1.0pp | 12.99%-1.1pp | 41.45%-29.5pp |
| Employer contribution / active EE | $729 | $3,316-78.0% | $2,338-68.8% | $4,869-85.0% |
| Participant deferral / active EE | $1,866 | $3,744-50.2% | $2,931-36.3% | $5,287-64.7% |
| Admin fee / account holder | $81 | $7,934-99.0% | $4,380-98.2% | $10,132-99.2% |