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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,254 | $112,729-81.1% | $98,716-78.5% | $137,256-84.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 14.50% | 38.48%-24.0pp | 31.81%-17.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,446 | $2,725-46.9% | $2,279-36.5% | $4,156-65.2% |
| Participant deferral / active EE | $3,615 | $4,640-22.1% | $4,048-10.7% | $6,407-43.6% |
| Admin fee / account holder | $188 | $10,129-98.1% | $8,703-97.8% | $12,270-98.5% |