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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,149 | $111,814-85.6% | $103,374-84.4% | $145,959-88.9% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 13.88% | 24.77%-10.9pp | 24.89%-11.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,654 | $4,214-60.8% | $3,869-57.3% | $4,661-64.5% |
| Participant deferral / active EE | $2,286 | $5,618-59.3% | $5,058-54.8% | $6,689-65.8% |
| Admin fee / account holder | $181 | $9,754-98.1% | $8,394-97.8% | $13,398-98.6% |