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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,639 | $67,894-66.7% | $89,340-74.7% | $82,448-72.5% |
| Participation rate | 88.9% | 64.0%+24.8pp | 69.6%+19.3pp | 68.1%+20.8pp |
| Annual return | 12.92% | 19.21%-6.3pp | 20.57%-7.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,245 | $1,828-31.9% | $2,231-44.2% | $2,551-51.2% |
| Participant deferral / active EE | $3,088 | $3,072+0.5% | $3,823-19.2% | $4,139-25.4% |
| Admin fee / account holder | $20 | $5,723-99.7% | $6,704-99.7% | $7,234-99.7% |