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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,144 | $123,155-79.6% | $108,753-76.9% | $155,188-83.8% |
| Participation rate | 83.3% | 75.6%+7.7pp | 71.1%+12.2pp | 80.8%+2.5pp |
| Annual return | 16.61% | 44.73%-28.1pp | 37.47%-20.9pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,226 | $2,811-56.4% | $2,427-49.5% | $4,248-71.1% |
| Participant deferral / active EE | $3,678 | $4,623-20.4% | $4,115-10.6% | $6,531-43.7% |
| Admin fee / account holder | $11 | $12,126-99.9% | $10,320-99.9% | $14,480-99.9% |