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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,433 | $96,558-71.6% | $80,977-66.1% | $273,972-90.0% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 5.64% | 15.14%-9.5pp | 17.11%-11.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,959 | $6,598-55.2% | $5,696-48.1% | $5,287-44.0% |
| Admin fee / account holder | $25 | $7,493-99.7% | $5,517-99.5% | $10,133-99.8% |