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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,225 | $99,345-64.5% | $84,753-58.4% | $273,972-87.1% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 10.53% | 22.93%-12.4pp | 22.78%-12.3pp | 41.46%-30.9pp |
| Employer contribution / active EE | $976 | $4,214-76.8% | $3,574-72.7% | $4,869-79.9% |
| Participant deferral / active EE | $1,584 | $4,270-62.9% | $3,712-57.3% | $5,287-70.0% |
| Admin fee / account holder | $60 | $6,645-99.1% | $5,333-98.9% | $10,133-99.4% |