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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,476 | $105,623-74.0% | $87,502-68.6% | $273,972-90.0% |
| Participation rate | 88.9% | 78.2%+10.7pp | 73.8%+15.1pp | 83.0%+5.9pp |
| Annual return | 13.28% | 12.26%+1.0pp | 12.21%+1.1pp | 41.46%-28.2pp |
| Employer contribution / active EE | $808 | $3,141-74.3% | $2,550-68.3% | $4,869-83.4% |
| Participant deferral / active EE | $10,976 | $3,601+204.8% | $3,149+248.6% | $5,287+107.6% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |