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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,495 | $107,733-86.5% | $92,985-84.4% | $154,746-90.6% |
| Participation rate | 85.7% | 74.6%+11.2pp | 69.5%+16.2pp | 80.7%+5.0pp |
| Annual return | 16.12% | 30.39%-14.3pp | 27.99%-11.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,545 | $3,126-50.6% | $2,662-42.0% | $4,379-64.7% |
| Participant deferral / active EE | $2,191 | $5,053-56.6% | $4,377-49.9% | $6,730-67.4% |
| Admin fee / account holder | $28 | $11,369-99.8% | $9,463-99.7% | $14,365-99.8% |