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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,062 | $82,028-60.9% | $123,105-74.0% | $59,633-46.2% |
| Participation rate | 88.1% | 83.2%+4.9pp | 86.8%+1.3pp | 68.7%+19.4pp |
| Annual return | 6.14% | 5.12%+1.0pp | 13.22%-7.1pp | 2041.45%-2035.3pp |
| Employer contribution / active EE | $1,190 | $3,297-63.9% | $5,151-76.9% | $2,203-46.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $154 | $5,879-97.4% | $9,014-98.3% | $4,297-96.4% |