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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,586 | $48,364-43.0% | $71,796-61.6% | $62,881-56.1% |
| Participation rate | 85.7% | 60.6%+25.1pp | 69.1%+16.6pp | 69.3%+16.4pp |
| Annual return | 6.44% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $893 | $1,042-14.3% | $1,924-53.6% | $2,281-60.9% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $271 | $3,771-92.8% | $4,815-94.4% | $4,296-93.7% |