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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,481 | $39,132-65.5% | $57,196-76.4% | $62,881-78.6% |
| Participation rate | 84.2% | 70.5%+13.7pp | 75.3%+8.9pp | 69.3%+14.9pp |
| Annual return | 6.04% | 9.24%-3.2pp | 14.59%-8.6pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,896 | $2,374-20.1% | $3,096-38.8% | $3,203-40.8% |
| Admin fee / account holder | $188 | $2,594-92.8% | $3,141-94.0% | $4,296-95.6% |