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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,300 | $107,666-73.7% | $102,184-72.3% | $154,746-81.7% |
| Participation rate | 89.5% | 83.7%+5.8pp | 82.6%+6.9pp | 80.7%+8.8pp |
| Annual return | 21.72% | 29.33%-7.6pp | 31.58%-9.9pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,498 | $3,846-61.1% | $3,594-58.3% | $4,379-65.8% |
| Participant deferral / active EE | $4,535 | $8,719-48.0% | $8,309-45.4% | $6,730-32.6% |
| Admin fee / account holder | $32 | $12,943-99.8% | $11,609-99.7% | $14,365-99.8% |