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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,575 | $96,956-77.7% | $69,779-69.1% | $273,972-92.1% |
| Participation rate | 80.0% | 77.1%+2.9pp | 71.8%+8.2pp | 83.0%-3.0pp |
| Annual return | 11.77% | 12.93%-1.2pp | 12.99%-1.2pp | 41.46%-29.7pp |
| Employer contribution / active EE | $1,154 | $3,316-65.2% | $2,338-50.6% | $4,869-76.3% |
| Participant deferral / active EE | $7,072 | $3,744+88.9% | $2,931+141.3% | $5,287+33.8% |
| Admin fee / account holder | $130 | $7,934-98.4% | $4,381-97.0% | $10,133-98.7% |