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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,276 | $67,894-51.0% | $89,340-62.8% | $82,448-59.6% |
| Participation rate | 77.1% | 64.0%+13.1pp | 69.6%+7.6pp | 68.1%+9.1pp |
| Annual return | 13.16% | 19.21%-6.0pp | 20.57%-7.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $881 | $1,828-51.8% | $2,231-60.5% | $2,551-65.5% |
| Participant deferral / active EE | $1,884 | $3,072-38.7% | $3,823-50.7% | $4,139-54.5% |
| Admin fee / account holder | $180 | $5,723-96.9% | $6,704-97.3% | $7,234-97.5% |