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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,492 | $100,970-67.8% | $96,576-66.4% | $137,256-76.3% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 21.47% | 38.16%-16.7pp | 38.47%-17.0pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,386 | $3,809-63.6% | $3,553-61.0% | $4,156-66.6% |
| Participant deferral / active EE | $2,339 | $8,286-71.8% | $7,956-70.6% | $6,407-63.5% |
| Admin fee / account holder | $77 | $11,312-99.3% | $11,381-99.3% | $12,270-99.4% |