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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,495 | $87,166-83.4% | $76,735-81.1% | $137,256-89.4% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 16.12% | 26.50%-10.4pp | 29.77%-13.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,545 | $2,904-46.8% | $2,454-37.0% | $4,156-62.8% |
| Participant deferral / active EE | $2,191 | $4,726-53.6% | $4,088-46.4% | $6,407-65.8% |
| Admin fee / account holder | $28 | $8,403-99.7% | $7,189-99.6% | $12,270-99.8% |