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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,027 | $96,558-77.2% | $80,977-72.8% | $273,972-92.0% |
| Participation rate | 91.7% | 79.1%+12.6pp | 75.8%+15.9pp | 83.0%+8.7pp |
| Annual return | 7.99% | 15.14%-7.2pp | 17.11%-9.1pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,895 | $4,869-61.1% | $3,715-49.0% | $4,869-61.1% |
| Participant deferral / active EE | $2,868 | $6,598-56.5% | $5,696-49.7% | $5,287-45.8% |
| Admin fee / account holder | $14 | $7,493-99.8% | $5,517-99.7% | $10,133-99.9% |