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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,825 | $99,345-69.0% | $84,753-63.6% | $273,972-88.7% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,220 | $4,214-71.0% | $3,574-65.9% | $4,869-74.9% |
| Participant deferral / active EE | $5,638 | $4,270+32.0% | $3,712+51.9% | $5,287+6.6% |
| Admin fee / account holder | $12 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |