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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,200 | $99,345-45.4% | $84,753-36.0% | $273,972-80.2% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 6.29% | 22.93%-16.6pp | 22.78%-16.5pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,109 | $4,214-73.7% | $3,574-69.0% | $4,869-77.2% |
| Participant deferral / active EE | $1,350 | $4,270-68.4% | $3,712-63.6% | $5,287-74.5% |
| Admin fee / account holder | $23 | $6,645-99.7% | $5,333-99.6% | $10,133-99.8% |