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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,021 | $45,050-71.1% | $63,018-79.3% | $70,126-81.4% |
| Participation rate | 83.3% | 69.5%+13.8pp | 74.8%+8.5pp | 69.5%+13.8pp |
| Annual return | 13.66% | 18.76%-5.1pp | 87.62%-74.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,472 | $2,052-28.3% | $2,761-46.7% | $2,343-37.2% |
| Participant deferral / active EE | $3,276 | $2,466+32.9% | $3,330-1.6% | $3,332-1.7% |
| Admin fee / account holder | $166 | $2,834-94.2% | $3,601-95.4% | $4,645-96.4% |