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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,155 | $96,956-34.9% | $69,779-9.5% | $273,972-76.9% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.8%+3.2pp | 83.0%-8.0pp |
| Annual return | 5.44% | 12.93%-7.5pp | 12.99%-7.5pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,183 | $3,316-64.3% | $2,338-49.4% | $4,869-75.7% |
| Participant deferral / active EE | $2,589 | $3,744-30.8% | $2,931-11.7% | $5,287-51.0% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |