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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,632 | $96,956-32.3% | $69,779-5.9% | $273,972-76.0% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.8%+3.2pp | 83.0%-8.0pp |
| Annual return | 7.17% | 12.93%-5.8pp | 12.99%-5.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $454 | $3,316-86.3% | $2,338-80.6% | $4,869-90.7% |
| Participant deferral / active EE | $2,023 | $3,744-46.0% | $2,931-31.0% | $5,287-61.7% |
| Admin fee / account holder | $9 | $7,934-99.9% | $4,381-99.8% | $10,133-99.9% |