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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,256 | $103,949-83.4% | $69,182-75.1% | $273,972-93.7% |
| Participation rate | 88.9% | 67.4%+21.5pp | 55.1%+33.8pp | 83.0%+5.9pp |
| Annual return | 3.46% | 35.28%-31.8pp | -21.93%+25.4pp | 41.46%-38.0pp |
| Employer contribution / active EE | $796 | $1,783-55.4% | $1,206-34.0% | $4,869-83.7% |
| Participant deferral / active EE | $1,989 | $2,716-26.8% | $1,897+4.8% | $5,287-62.4% |
| Admin fee / account holder | $286 | $3,671-92.2% | $2,697-89.4% | $10,133-97.2% |