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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,225 | $65,712-46.4% | $57,196-38.4% | $273,972-87.1% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 6.70% | 22.01%-15.3pp | 14.59%-7.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $940 | $3,280-71.3% | $2,683-65.0% | $4,869-80.7% |
| Participant deferral / active EE | $1,528 | $3,782-59.6% | $3,096-50.7% | $5,287-71.1% |
| Admin fee / account holder | $20 | $4,838-99.6% | $3,141-99.4% | $10,133-99.8% |