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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,157 | $99,345-81.7% | $84,753-78.6% | $273,972-93.4% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 7.74% | 22.93%-15.2pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,493 | $4,214-64.6% | $3,574-58.2% | $4,869-69.3% |
| Participant deferral / active EE | $3,020 | $4,270-29.3% | $3,712-18.6% | $5,287-42.9% |
| Admin fee / account holder | $55 | $6,645-99.2% | $5,333-99.0% | $10,133-99.5% |