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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,800 | $45,050-42.7% | $63,018-59.1% | $70,126-63.2% |
| Participation rate | 78.8% | 69.5%+9.3pp | 74.8%+4.0pp | 69.5%+9.2pp |
| Annual return | 12.74% | 18.76%-6.0pp | 87.62%-74.9pp | 73.15%-60.4pp |
| Employer contribution / active EE | $998 | $2,052-51.4% | $2,761-63.9% | $2,343-57.4% |
| Participant deferral / active EE | $2,493 | $2,466+1.1% | $3,330-25.1% | $3,332-25.2% |
| Admin fee / account holder | $75 | $2,834-97.3% | $3,601-97.9% | $4,645-98.4% |