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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,816 | $99,345-82.1% | $84,753-79.0% | $273,972-93.5% |
| Participation rate | 81.3% | 80.7%+0.6pp | 76.6%+4.7pp | 83.0%-1.8pp |
| Annual return | 12.08% | 22.93%-10.8pp | 22.78%-10.7pp | 41.46%-29.4pp |
| Employer contribution / active EE | $1,856 | $4,214-56.0% | $3,574-48.1% | $4,869-61.9% |
| Participant deferral / active EE | $4,824 | $4,270+13.0% | $3,712+30.0% | $5,287-8.8% |
| Admin fee / account holder | $263 | $6,645-96.0% | $5,333-95.1% | $10,133-97.4% |