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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,169 | $73,863-76.8% | $143,797-88.1% | $68,490-74.9% |
| Participation rate | 91.1% | 66.7%+24.4pp | 80.3%+10.8pp | 67.9%+23.2pp |
| Annual return | 3.88% | 0.91%+3.0pp | -0.04%+3.9pp | -7.85%+11.7pp |
| Employer contribution / active EE | $1,109 | $3,185-65.2% | $4,952-77.6% | $2,597-57.3% |
| Participant deferral / active EE | $3,563 | $3,385+5.3% | $5,638-36.8% | $4,028-11.5% |
| Admin fee / account holder | $150 | $5,756-97.4% | $14,679-99.0% | $5,403-97.2% |