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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,311 | $77,817-64.9% | $123,553-77.9% | $64,173-57.4% |
| Participation rate | 93.8% | 74.7%+19.0pp | 82.3%+11.5pp | 69.6%+24.2pp |
| Annual return | 5.04% | 12.49%-7.4pp | 119.21%-114.2pp | 7.63%-2.6pp |
| Employer contribution / active EE | $1,563 | $3,014-48.2% | $4,628-66.2% | $2,381-34.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $85 | $5,519-98.5% | $9,284-99.1% | $4,887-98.3% |