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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,412 | $49,025-56.3% | $87,502-75.5% | $62,881-65.9% |
| Participation rate | 81.3% | 64.9%+16.4pp | 73.8%+7.4pp | 69.3%+11.9pp |
| Annual return | 6.21% | 10.02%-3.8pp | 12.21%-6.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $274 | $1,372-80.0% | $2,550-89.2% | $2,281-88.0% |
| Participant deferral / active EE | $3,040 | $2,289+32.8% | $3,149-3.5% | $3,203-5.1% |
| Admin fee / account holder | $156 | $4,065-96.2% | $4,221-96.3% | $4,296-96.4% |