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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,034 | $54,541-57.8% | $78,778-70.8% | $70,126-67.2% |
| Participation rate | 73.7% | 60.8%+12.9pp | 69.2%+4.5pp | 69.5%+4.1pp |
| Annual return | 15.43% | 21.07%-5.6pp | 35.62%-20.2pp | 73.15%-57.7pp |
| Employer contribution / active EE | $659 | $1,089-39.5% | $1,986-66.8% | $2,343-71.9% |
| Participant deferral / active EE | $1,252 | $2,210-43.3% | $2,958-57.7% | $3,332-62.4% |
| Admin fee / account holder | $133 | $3,709-96.4% | $5,134-97.4% | $4,645-97.1% |