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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,492 | $102,609-68.3% | $98,090-66.9% | $138,895-76.6% |
| Participation rate | 90.0% | 82.8%+7.2pp | 81.5%+8.5pp | 79.9%+10.1pp |
| Annual return | 21.47% | 36.44%-15.0pp | 37.05%-15.6pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,386 | $3,867-64.2% | $3,606-61.6% | $4,194-66.9% |
| Participant deferral / active EE | $2,339 | $8,167-71.4% | $7,845-70.2% | $6,396-63.4% |
| Admin fee / account holder | $77 | $11,434-99.3% | $11,815-99.3% | $12,562-99.4% |