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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,682 | $45,043-45.2% | $63,005-60.8% | $70,124-64.8% |
| Participation rate | 76.2% | 69.5%+6.7pp | 74.8%+1.4pp | 69.5%+6.6pp |
| Annual return | 24.13% | 18.76%+5.4pp | 87.59%-63.5pp | 73.14%-49.0pp |
| Employer contribution / active EE | $1,228 | $2,052-40.2% | $2,760-55.5% | $2,342-47.6% |
| Participant deferral / active EE | $1,626 | $2,466-34.0% | $3,329-51.1% | $3,332-51.2% |
| Admin fee / account holder | $218 | $2,833-92.3% | $3,599-93.9% | $4,645-95.3% |