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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,761 | $177,156-79.8% | $147,027-75.7% | $154,746-76.9% |
| Participation rate | 71.4% | 79.4%-7.9pp | 73.7%-2.3pp | 80.7%-9.3pp |
| Annual return | 13.84% | 21.94%-8.1pp | 20.23%-6.4pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,287 | $4,336-70.3% | $3,626-64.5% | $4,379-70.6% |
| Participant deferral / active EE | $1,609 | $5,797-72.2% | $4,933-67.4% | $6,730-76.1% |
| Admin fee / account holder | $201 | $14,904-98.7% | $12,223-98.4% | $14,365-98.6% |