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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,572 | $88,707-72.3% | $74,184-66.9% | $273,972-91.0% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 6.90% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,078 | $3,159-65.9% | $2,370-54.5% | $4,869-77.9% |
| Participant deferral / active EE | $1,799 | $4,212-57.3% | $3,550-49.3% | $5,287-66.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |