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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,899 | $43,344-61.0% | $59,899-71.8% | $64,173-73.7% |
| Participation rate | 73.2% | 69.2%+4.1pp | 74.7%-1.5pp | 69.6%+3.6pp |
| Annual return | 4.77% | -1.55%+6.3pp | 3.46%+1.3pp | 7.63%-2.9pp |
| Employer contribution / active EE | $1,491 | $2,030-26.6% | $2,723-45.2% | $2,381-37.4% |
| Participant deferral / active EE | $3,208 | $2,547+25.9% | $3,402-5.7% | $3,470-7.6% |
| Admin fee / account holder | $247 | $3,008-91.8% | $3,592-93.1% | $4,887-94.9% |