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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,305 | $86,701-81.2% | $73,309-77.8% | $125,388-87.0% |
| Participation rate | 77.8% | 78.6%-0.8pp | 74.9%+2.9pp | 83.2%-5.4pp |
| Annual return | 1.07% | 2.78%-1.7pp | 5.67%-4.6pp | 282.24%-281.2pp |
| Employer contribution / active EE | $2,367 | $4,152-43.0% | $3,237-26.9% | $4,866-51.4% |
| Participant deferral / active EE | $5,236 | $5,549-5.6% | $4,991+4.9% | $5,352-2.2% |
| Admin fee / account holder | $265 | $7,768-96.6% | $5,635-95.3% | $9,541-97.2% |