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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,984 | $76,551-70.0% | $123,894-81.4% | $62,881-63.4% |
| Participation rate | 93.8% | 73.0%+20.8pp | 81.4%+12.3pp | 69.3%+24.4pp |
| Annual return | 8.45% | 18.68%-10.2pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $916 | $2,882-68.2% | $4,617-80.2% | $2,281-59.8% |
| Participant deferral / active EE | $2,753 | $4,840-43.1% | $5,984-54.0% | $3,203-14.1% |
| Admin fee / account holder | $294 | $4,826-93.9% | $8,357-96.5% | $4,296-93.2% |