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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,024 | $50,947-62.7% | $74,549-74.5% | $64,173-70.4% |
| Participation rate | 90.9% | 61.1%+29.8pp | 69.1%+21.8pp | 69.6%+21.3pp |
| Annual return | 19.83% | -1.85%+21.7pp | 32.53%-12.7pp | 7.63%+12.2pp |
| Employer contribution / active EE | $606 | $1,115-45.7% | $1,961-69.1% | $2,381-74.5% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $90 | $4,221-97.9% | $5,059-98.2% | $4,887-98.2% |