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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,523 | $87,546-80.0% | $75,784-76.9% | $125,389-86.0% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | 8.15% | 13.49%-5.3pp | 9.68%-1.5pp | 282.24%-274.1pp |
| Employer contribution / active EE | $1,041 | $3,930-73.5% | $3,323-68.7% | $4,866-78.6% |
| Participant deferral / active EE | $1,246 | $4,230-70.5% | $3,652-65.9% | $5,352-76.7% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |