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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,234 | $111,814-86.4% | $103,374-85.3% | $145,959-89.6% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 13.74% | 24.77%-11.0pp | 24.89%-11.1pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,731 | $4,214-58.9% | $3,869-55.3% | $4,661-62.9% |
| Participant deferral / active EE | $2,984 | $5,618-46.9% | $5,058-41.0% | $6,689-55.4% |
| Admin fee / account holder | $290 | $9,754-97.0% | $8,394-96.5% | $13,398-97.8% |