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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,800 | $45,041-42.7% | $63,003-59.0% | $70,131-63.2% |
| Participation rate | 78.8% | 69.5%+9.3pp | 74.8%+4.0pp | 69.5%+9.2pp |
| Annual return | 12.74% | 18.76%-6.0pp | 87.59%-74.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $998 | $2,052-51.4% | $2,760-63.8% | $2,342-57.4% |
| Participant deferral / active EE | $2,493 | $2,465+1.1% | $3,329-25.1% | $3,332-25.2% |
| Admin fee / account holder | $75 | $2,836-97.3% | $3,600-97.9% | $4,645-98.4% |