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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,359 | $36,948-88.2% | $73,658-94.1% | $87,485-95.0% |
| Participation rate | 71.9% | 46.8%+25.1pp | 57.0%+14.8pp | 68.9%+2.9pp |
| Annual return | 23.39% | 28.64%-5.2pp | 29.72%-6.3pp | 26.06%-2.7pp |
| Employer contribution / active EE | $828 | $670+23.5% | $1,032-19.8% | $2,596-68.1% |
| Participant deferral / active EE | $1,268 | $1,379-8.0% | $2,062-38.5% | $4,274-70.3% |
| Admin fee / account holder | $132 | $2,531-94.8% | $3,357-96.1% | $7,775-98.3% |