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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,801 | $81,276-56.0% | $155,574-77.0% | $80,925-55.8% |
| Participation rate | 70.7% | 66.2%+4.4pp | 78.2%-7.5pp | 67.7%+3.0pp |
| Annual return | 13.74% | 33.36%-19.6pp | 64.87%-51.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $956 | $3,103-69.2% | $4,676-79.5% | $2,756-65.3% |
| Participant deferral / active EE | $2,053 | $3,453-40.5% | $5,629-63.5% | $4,299-52.2% |
| Admin fee / account holder | $12 | $7,993-99.8% | $15,914-99.9% | $6,940-99.8% |