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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,794 | $49,024-88.2% | $112,860-94.9% | $87,485-93.4% |
| Participation rate | 79.3% | 62.2%+17.1pp | 66.3%+13.0pp | 68.9%+10.4pp |
| Annual return | 16.93% | 43.86%-26.9pp | 35.26%-18.3pp | 26.06%-9.1pp |
| Employer contribution / active EE | $696 | $1,290-46.1% | $2,206-68.5% | $2,596-73.2% |
| Participant deferral / active EE | $1,249 | $2,209-43.5% | $3,493-64.3% | $4,274-70.8% |
| Admin fee / account holder | $160 | $6,266-97.4% | $6,841-97.7% | $7,775-97.9% |