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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,631 | $43,075-54.4% | $74,577-73.7% | $62,881-68.8% |
| Participation rate | 71.4% | 58.1%+13.4pp | 68.1%+3.3pp | 69.3%+2.1pp |
| Annual return | 8.01% | 17.50%-9.5pp | 20.47%-12.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $631 | $1,498-57.9% | $2,525-75.0% | $2,281-72.3% |
| Participant deferral / active EE | $1,165 | $2,389-51.3% | $3,458-66.3% | $3,203-63.6% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |