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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,771 | $46,596-53.3% | $64,099-66.0% | $75,181-71.0% |
| Participation rate | 70.0% | 65.9%+4.1pp | 72.3%-2.3pp | 67.2%+2.8pp |
| Annual return | 14.29% | 26.04%-11.8pp | 33.70%-19.4pp | 160.69%-146.4pp |
| Employer contribution / active EE | $533 | $1,975-73.0% | $2,748-80.6% | $2,671-80.0% |
| Participant deferral / active EE | $1,592 | $2,837-43.9% | $3,881-59.0% | $4,126-61.4% |
| Admin fee / account holder | $157 | $2,954-94.7% | $3,070-94.9% | $5,650-97.2% |