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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,907 | $65,367-57.3% | $92,915-70.0% | $72,976-61.8% |
| Participation rate | 77.8% | 68.3%+9.5pp | 76.0%+1.8pp | 69.5%+8.3pp |
| Annual return | 23.22% | 42.11%-18.9pp | 109.45%-86.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $963 | $2,594-62.9% | $3,653-73.6% | $2,440-60.5% |
| Participant deferral / active EE | $3,398 | $3,128+8.6% | $4,238-19.8% | $3,608-5.8% |
| Admin fee / account holder | $16 | $4,251-99.6% | $5,796-99.7% | $5,124-99.7% |