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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,624 | $88,707-67.7% | $74,184-61.4% | $273,972-89.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 8.85% | 11.94%-3.1pp | 17.74%-8.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,089 | $3,159-65.5% | $2,370-54.1% | $4,869-77.6% |
| Participant deferral / active EE | $5,655 | $4,212+34.3% | $3,550+59.3% | $5,287+7.0% |
| Admin fee / account holder | $14 | $8,717-99.8% | $5,586-99.8% | $10,133-99.9% |