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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,050 | $43,338-74.5% | $59,887-81.5% | $64,173-82.8% |
| Participation rate | 74.2% | 69.2%+5.0pp | 74.7%-0.5pp | 69.6%+4.6pp |
| Annual return | 7.55% | -1.55%+9.1pp | 3.46%+4.1pp | 7.63%-0.1pp |
| Employer contribution / active EE | $1,468 | $2,030-27.7% | $2,722-46.1% | $2,381-38.3% |
| Participant deferral / active EE | $2,428 | $2,547-4.7% | $3,402-28.6% | $3,470-30.0% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |