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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,649 | $153,311-84.6% | $109,313-78.4% | $273,972-91.4% |
| Participation rate | 80.0% | 80.1%-0.1pp | 71.3%+8.7pp | 83.0%-3.0pp |
| Annual return | 5.39% | 29.86%-24.5pp | 22.07%-16.7pp | 41.46%-36.1pp |
| Employer contribution / active EE | $340 | $5,619-93.9% | $3,892-91.3% | $4,869-93.0% |
| Participant deferral / active EE | $2,364 | $3,932-39.9% | $3,166-25.3% | $5,287-55.3% |
| Admin fee / account holder | $102 | $8,076-98.7% | $5,666-98.2% | $10,133-99.0% |