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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,258 | $107,809-86.8% | $97,032-85.3% | $155,188-90.8% |
| Participation rate | 81.8% | 75.5%+6.3pp | 71.6%+10.3pp | 80.8%+1.0pp |
| Annual return | 23.09% | 38.06%-15.0pp | 35.38%-12.3pp | 148.84%-125.7pp |
| Employer contribution / active EE | $1,582 | $2,911-45.7% | $2,629-39.8% | $4,248-62.8% |
| Participant deferral / active EE | $3,171 | $5,129-38.2% | $4,672-32.1% | $6,531-51.4% |
| Admin fee / account holder | $25 | $10,717-99.8% | $9,418-99.7% | $14,480-99.8% |