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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,930 | $81,276-66.9% | $155,574-82.7% | $80,925-66.7% |
| Participation rate | 73.0% | 66.2%+6.7pp | 78.2%-5.2pp | 67.7%+5.3pp |
| Annual return | 13.73% | 33.36%-19.6pp | 64.87%-51.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $879 | $3,103-71.7% | $4,676-81.2% | $2,756-68.1% |
| Participant deferral / active EE | $1,674 | $3,453-51.5% | $5,629-70.3% | $4,299-61.1% |
| Admin fee / account holder | $41 | $7,993-99.5% | $15,914-99.7% | $6,940-99.4% |