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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,916 | $93,064-79.7% | $74,577-74.6% | $273,972-93.1% |
| Participation rate | 78.6% | 74.9%+3.6pp | 68.1%+10.5pp | 83.0%-4.4pp |
| Annual return | 5.06% | 26.18%-21.1pp | 20.47%-15.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,619 | $4,160-61.1% | $3,458-53.2% | $5,287-69.4% |
| Admin fee / account holder | $12 | $5,273-99.8% | $4,138-99.7% | $10,133-99.9% |