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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,502 | $112,729-80.0% | $98,716-77.2% | $137,256-83.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 24.37% | 38.48%-14.1pp | 31.81%-7.4pp | 220.34%-196.0pp |
| Employer contribution / active EE | $997 | $2,725-63.4% | $2,279-56.2% | $4,156-76.0% |
| Participant deferral / active EE | $5,669 | $4,640+22.2% | $4,048+40.1% | $6,407-11.5% |
| Admin fee / account holder | $43 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |