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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,547 | $122,131-56.2% | $499,661-89.3% | $122,131-56.2% |
| Participation rate | 83.0% | 75.1%+7.9pp | 87.9%-4.9pp | 75.1%+7.9pp |
| Annual return | 12.00% | 16.17%-4.2pp | 147.38%-135.4pp | 16.17%-4.2pp |
| Employer contribution / active EE | $1,415 | $3,608-60.8% | $8,771-83.9% | $3,608-60.8% |
| Participant deferral / active EE | $2,471 | $3,892-36.5% | $7,733-68.0% | $3,892-36.5% |
| Admin fee / account holder | $290 | $11,586-97.5% | $51,240-99.4% | $11,586-97.5% |