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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,765 | $88,707-68.7% | $74,184-62.6% | $273,972-89.9% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 9.08% | 11.94%-2.9pp | 17.74%-8.7pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,681 | $3,159-46.8% | $2,370-29.1% | $4,869-65.5% |
| Participant deferral / active EE | $4,649 | $4,212+10.4% | $3,550+31.0% | $5,287-12.1% |
| Admin fee / account holder | $199 | $8,717-97.7% | $5,586-96.4% | $10,133-98.0% |