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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,351 | $81,276-84.8% | $155,574-92.1% | $80,925-84.7% |
| Participation rate | 72.4% | 66.2%+6.2pp | 78.2%-5.8pp | 67.7%+4.8pp |
| Annual return | 12.71% | 33.36%-20.6pp | 64.87%-52.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $1,698 | $3,103-45.3% | $4,676-63.7% | $2,756-38.4% |
| Participant deferral / active EE | $2,412 | $3,453-30.1% | $5,629-57.1% | $4,299-43.9% |
| Admin fee / account holder | $19 | $7,993-99.8% | $15,914-99.9% | $6,940-99.7% |