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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,123 | $96,558-55.3% | $80,977-46.7% | $273,972-84.3% |
| Participation rate | 85.7% | 79.1%+6.6pp | 75.8%+9.9pp | 83.0%+2.7pp |
| Annual return | 10.89% | 15.14%-4.3pp | 17.11%-6.2pp | 41.46%-30.6pp |
| Employer contribution / active EE | $673 | $4,869-86.2% | $3,715-81.9% | $4,869-86.2% |
| Participant deferral / active EE | $3,184 | $6,598-51.7% | $5,696-44.1% | $5,287-39.8% |
| Admin fee / account holder | $18 | $7,493-99.8% | $5,517-99.7% | $10,133-99.8% |