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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,218 | $93,064-81.5% | $74,577-76.9% | $273,972-93.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 8.49% | 26.18%-17.7pp | 20.47%-12.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $500 | $3,160-84.2% | $2,525-80.2% | $4,869-89.7% |
| Participant deferral / active EE | $6,653 | $4,160+59.9% | $3,458+92.4% | $5,287+25.8% |
| Admin fee / account holder | $240 | $5,273-95.4% | $4,138-94.2% | $10,133-97.6% |