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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,435 | $115,225-89.2% | $100,712-87.7% | $138,895-91.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 26.06% | 40.35%-14.3pp | 33.27%-7.2pp | 145.39%-119.3pp |
| Employer contribution / active EE | $861 | $2,771-68.9% | $2,313-62.8% | $4,194-79.5% |
| Participant deferral / active EE | $2,642 | $4,699-43.8% | $4,085-35.3% | $6,396-58.7% |
| Admin fee / account holder | $20 | $10,844-99.8% | $9,256-99.8% | $12,562-99.8% |