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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,605 | $53,596-67.2% | $90,657-80.6% | $64,173-72.6% |
| Participation rate | 81.5% | 64.5%+17.0pp | 74.0%+7.5pp | 69.6%+11.9pp |
| Annual return | 0.00% | 4.41%-4.4pp | 1.89%-1.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,601 | $1,503+6.5% | $2,532-36.8% | $2,381-32.8% |
| Participant deferral / active EE | $2,009 | $2,459-18.3% | $3,424-41.3% | $3,470-42.1% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,887-100.0% |