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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,768 | $37,436-63.2% | $77,513-82.2% | $79,858-82.8% |
| Participation rate | 71.0% | 41.5%+29.4pp | 54.2%+16.8pp | 69.6%+1.3pp |
| Annual return | 20.22% | 39.75%-19.5pp | 54.81%-34.6pp | 31.72%-11.5pp |
| Employer contribution / active EE | $1,043 | $637+63.7% | $987+5.7% | $2,471-57.8% |
| Participant deferral / active EE | $2,355 | $1,261+86.8% | $1,861+26.5% | $3,740-37.0% |
| Admin fee / account holder | $276 | $2,505-89.0% | $2,859-90.3% | $5,306-94.8% |