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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,361 | $112,729-74.8% | $98,716-71.3% | $137,256-79.3% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.3%+13.1pp | 80.0%+2.4pp |
| Annual return | 18.42% | 38.48%-20.1pp | 31.81%-13.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $998 | $2,725-63.4% | $2,279-56.2% | $4,156-76.0% |
| Participant deferral / active EE | $1,997 | $4,640-57.0% | $4,048-50.7% | $6,407-68.8% |
| Admin fee / account holder | $145 | $10,129-98.6% | $8,703-98.3% | $12,270-98.8% |