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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,144 | $87,544-64.4% | $75,784-58.9% | $125,388-75.2% |
| Participation rate | 90.9% | 80.2%+10.7pp | 75.8%+15.1pp | 83.2%+7.7pp |
| Annual return | 0.40% | 13.49%-13.1pp | 9.68%-9.3pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,865 | $3,930-52.6% | $3,323-43.9% | $4,866-61.7% |
| Participant deferral / active EE | $6,828 | $4,229+61.4% | $3,652+87.0% | $5,352+27.6% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |