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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,779 | $37,156-92.5% | $83,854-96.7% | $86,983-96.8% |
| Participation rate | 77.8% | 49.1%+28.7pp | 59.1%+18.7pp | 69.5%+8.2pp |
| Annual return | 24.50% | 29.88%-5.4pp | 31.39%-6.9pp | 25.83%-1.3pp |
| Employer contribution / active EE | $7 | $661-98.9% | $1,017-99.3% | $2,584-99.7% |
| Participant deferral / active EE | $1,132 | $1,418-20.1% | $2,035-44.4% | $4,194-73.0% |
| Admin fee / account holder | $151 | $2,510-94.0% | $3,197-95.3% | $7,856-98.1% |