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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,108 | $45,050-24.3% | $63,018-45.9% | $70,126-51.4% |
| Participation rate | 73.5% | 69.5%+4.0pp | 74.8%-1.3pp | 69.5%+4.0pp |
| Annual return | 15.31% | 18.76%-3.5pp | 87.62%-72.3pp | 73.15%-57.8pp |
| Employer contribution / active EE | $511 | $2,052-75.1% | $2,761-81.5% | $2,343-78.2% |
| Participant deferral / active EE | $2,133 | $2,466-13.5% | $3,330-35.9% | $3,332-36.0% |
| Admin fee / account holder | $160 | $2,834-94.3% | $3,601-95.5% | $4,645-96.5% |