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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,278 | $88,707-77.1% | $74,184-72.7% | $273,972-92.6% |
| Participation rate | 84.2% | 79.4%+4.8pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 5.65% | 11.94%-6.3pp | 17.74%-12.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,817 | $3,159-42.5% | $2,370-23.3% | $4,869-62.7% |
| Participant deferral / active EE | $2,237 | $4,212-46.9% | $3,550-37.0% | $5,287-57.7% |
| Admin fee / account holder | $251 | $8,717-97.1% | $5,586-95.5% | $10,133-97.5% |