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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,652 | $76,551-67.8% | $123,894-80.1% | $62,881-60.8% |
| Participation rate | 88.4% | 73.0%+15.4pp | 81.4%+7.0pp | 69.3%+19.1pp |
| Annual return | 7.47% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $981 | $2,882-66.0% | $4,617-78.7% | $2,281-57.0% |
| Participant deferral / active EE | $2,330 | $4,840-51.9% | $5,984-61.1% | $3,203-27.3% |
| Admin fee / account holder | $41 | $4,826-99.1% | $8,357-99.5% | $4,296-99.0% |