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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,481 | $58,828-49.9% | $78,002-62.2% | $62,881-53.1% |
| Participation rate | 93.2% | 71.1%+22.2pp | 75.5%+17.7pp | 69.3%+23.9pp |
| Annual return | 7.27% | 17.16%-9.9pp | 425.99%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,066 | $1,672-36.2% | $2,470-56.9% | $2,281-53.3% |
| Participant deferral / active EE | $2,390 | $2,686-11.0% | $3,497-31.6% | $3,203-25.4% |
| Admin fee / account holder | $203 | $4,393-95.4% | $5,481-96.3% | $4,296-95.3% |