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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,482 | $99,345-82.4% | $84,753-79.4% | $273,972-93.6% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 7.38% | 22.93%-15.6pp | 22.78%-15.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,818 | $4,214-56.9% | $3,574-49.1% | $4,869-62.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $106 | $6,645-98.4% | $5,333-98.0% | $10,133-99.0% |