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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,270 | $63,845-63.6% | $81,370-71.4% | $80,959-71.3% |
| Participation rate | 85.2% | 63.9%+21.3pp | 69.5%+15.6pp | 67.7%+17.5pp |
| Annual return | 13.28% | 16.37%-3.1pp | 24.85%-11.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $6,233 | $1,980+214.9% | $2,464+153.0% | $2,757+126.1% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $202 | $5,688-96.4% | $5,749-96.5% | $6,925-97.1% |