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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,792 | $81,358-76.9% | $155,556-87.9% | $80,959-76.8% |
| Participation rate | 76.3% | 66.3%+10.0pp | 78.2%-2.0pp | 67.7%+8.6pp |
| Annual return | 13.42% | 33.39%-20.0pp | 64.84%-51.4pp | 35.67%-22.3pp |
| Employer contribution / active EE | $706 | $3,106-77.3% | $4,675-84.9% | $2,757-74.4% |
| Participant deferral / active EE | $2,648 | $3,455-23.4% | $5,631-53.0% | $4,300-38.4% |
| Admin fee / account holder | $259 | $7,994-96.8% | $15,885-98.4% | $6,925-96.3% |