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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,215 | $54,541-37.3% | $78,778-56.6% | $70,126-51.2% |
| Participation rate | 80.9% | 60.8%+20.1pp | 69.2%+11.7pp | 69.5%+11.3pp |
| Annual return | 18.41% | 21.07%-2.7pp | 35.62%-17.2pp | 73.15%-54.7pp |
| Employer contribution / active EE | $766 | $1,089-29.6% | $1,986-61.4% | $2,343-67.3% |
| Participant deferral / active EE | $2,099 | $2,210-5.0% | $2,958-29.0% | $3,332-37.0% |
| Admin fee / account holder | $238 | $3,709-93.6% | $5,134-95.4% | $4,645-94.9% |