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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,122 | $35,183-48.5% | $73,550-75.4% | $70,126-74.2% |
| Participation rate | 71.4% | 42.9%+28.5pp | 54.9%+16.5pp | 69.5%+1.9pp |
| Annual return | 17.85% | 26.90%-9.0pp | -15.16%+33.0pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,314 | $709+85.4% | $1,219+7.8% | $2,343-43.9% |
| Participant deferral / active EE | $2,556 | $1,220+109.5% | $1,804+41.7% | $3,332-23.3% |
| Admin fee / account holder | $94 | $2,302-95.9% | $2,320-96.0% | $4,645-98.0% |