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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,189 | $93,064-83.7% | $74,577-79.6% | $273,972-94.5% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 13.24% | 26.18%-12.9pp | 20.47%-7.2pp | 41.46%-28.2pp |
| Employer contribution / active EE | $406 | $3,160-87.1% | $2,525-83.9% | $4,869-91.7% |
| Participant deferral / active EE | $1,619 | $4,160-61.1% | $3,458-53.2% | $5,287-69.4% |
| Admin fee / account holder | $262 | $5,273-95.0% | $4,138-93.7% | $10,133-97.4% |