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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,300 | $97,289-70.9% | $92,805-69.5% | $155,188-81.8% |
| Participation rate | 89.5% | 84.2%+5.3pp | 83.5%+6.0pp | 80.8%+8.7pp |
| Annual return | 21.72% | 29.03%-7.3pp | 31.59%-9.9pp | 148.84%-127.1pp |
| Employer contribution / active EE | $1,498 | $3,632-58.8% | $3,424-56.3% | $4,248-64.7% |
| Participant deferral / active EE | $4,535 | $8,795-48.4% | $8,448-46.3% | $6,531-30.6% |
| Admin fee / account holder | $32 | $12,015-99.7% | $10,911-99.7% | $14,480-99.8% |