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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,747 | $65,712-66.9% | $57,196-62.0% | $273,972-92.1% |
| Participation rate | 92.3% | 78.3%+14.0pp | 75.3%+17.0pp | 83.0%+9.3pp |
| Annual return | 5.60% | 22.01%-16.4pp | 14.59%-9.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,470 | $3,280-55.2% | $2,683-45.2% | $4,869-69.8% |
| Participant deferral / active EE | $1,470 | $3,782-61.1% | $3,096-52.5% | $5,287-72.2% |
| Admin fee / account holder | $293 | $4,838-93.9% | $3,141-90.7% | $10,133-97.1% |