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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,792 | $81,276-76.9% | $155,574-87.9% | $80,925-76.8% |
| Participation rate | 76.3% | 66.2%+10.0pp | 78.2%-2.0pp | 67.7%+8.6pp |
| Annual return | 13.42% | 33.36%-19.9pp | 64.87%-51.4pp | 35.65%-22.2pp |
| Employer contribution / active EE | $706 | $3,103-77.2% | $4,676-84.9% | $2,756-74.4% |
| Participant deferral / active EE | $2,648 | $3,453-23.3% | $5,629-53.0% | $4,299-38.4% |
| Admin fee / account holder | $259 | $7,993-96.8% | $15,914-98.4% | $6,940-96.3% |