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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,565 | $37,446-77.1% | $77,513-89.0% | $79,852-89.3% |
| Participation rate | 85.1% | 41.5%+43.6pp | 54.2%+30.9pp | 69.6%+15.5pp |
| Annual return | 11.21% | 39.76%-28.5pp | 54.81%-43.6pp | 31.72%-20.5pp |
| Employer contribution / active EE | $574 | $637-10.0% | $987-41.9% | $2,471-76.8% |
| Participant deferral / active EE | $1,199 | $1,261-4.9% | $1,861-35.5% | $3,740-67.9% |
| Admin fee / account holder | $260 | $2,506-89.6% | $2,859-90.9% | $5,306-95.1% |