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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,837 | $123,155-86.3% | $108,753-84.5% | $155,188-89.2% |
| Participation rate | 71.4% | 75.6%-4.2pp | 71.1%+0.3pp | 80.8%-9.4pp |
| Annual return | 12.41% | 44.73%-32.3pp | 37.47%-25.1pp | 148.84%-136.4pp |
| Employer contribution / active EE | $961 | $2,811-65.8% | $2,427-60.4% | $4,248-77.4% |
| Participant deferral / active EE | $7,865 | $4,623+70.1% | $4,115+91.2% | $6,531+20.4% |
| Admin fee / account holder | $180 | $12,126-98.5% | $10,320-98.3% | $14,480-98.8% |