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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,218 | $84,518-80.8% | $67,704-76.0% | $125,389-87.1% |
| Participation rate | 75.0% | 74.8%+0.2pp | 67.5%+7.5pp | 83.2%-8.2pp |
| Annual return | 0.77% | 2.57%-1.8pp | 25.41%-24.6pp | 282.24%-281.5pp |
| Employer contribution / active EE | $1,551 | $3,292-52.9% | $2,559-39.4% | $4,866-68.1% |
| Participant deferral / active EE | $4,165 | $4,430-6.0% | $3,585+16.2% | $5,352-22.2% |
| Admin fee / account holder | $241 | $5,340-95.5% | $4,255-94.3% | $9,541-97.5% |