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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,534 | $53,018-70.7% | $70,014-77.8% | $62,891-75.3% |
| Participation rate | 89.7% | 67.2%+22.5pp | 71.8%+17.8pp | 69.3%+20.3pp |
| Annual return | 12.10% | 13.35%-1.2pp | 12.99%-0.9pp | 20.14%-8.0pp |
| Employer contribution / active EE | $1,103 | $1,799-38.7% | $2,338-52.8% | $2,281-51.7% |
| Participant deferral / active EE | $1,720 | $2,395-28.2% | $2,931-41.3% | $3,203-46.3% |
| Admin fee / account holder | $291 | $3,690-92.1% | $4,380-93.3% | $4,296-93.2% |