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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,369 | $99,345-63.4% | $84,753-57.1% | $273,972-86.7% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 5.53% | 22.93%-17.4pp | 22.78%-17.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,308 | $4,214-69.0% | $3,574-63.4% | $4,869-73.1% |
| Participant deferral / active EE | $2,945 | $4,270-31.0% | $3,712-20.7% | $5,287-44.3% |
| Admin fee / account holder | $32 | $6,645-99.5% | $5,333-99.4% | $10,133-99.7% |