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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,532 | $63,082-72.2% | $81,726-78.5% | $79,856-78.0% |
| Participation rate | 79.3% | 67.5%+11.8pp | 72.0%+7.3pp | 69.6%+9.7pp |
| Annual return | 15.20% | 22.66%-7.5pp | 29.49%-14.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $989 | $1,795-44.9% | $4,311-77.1% | $2,471-60.0% |
| Participant deferral / active EE | $2,665 | $2,780-4.1% | $7,108-62.5% | $3,741-28.7% |
| Admin fee / account holder | $197 | $4,428-95.6% | $5,160-96.2% | $5,306-96.3% |