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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,453 | $99,345-39.1% | $84,753-28.7% | $273,972-77.9% |
| Participation rate | 78.6% | 80.7%-2.1pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 6.70% | 22.93%-16.2pp | 22.78%-16.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,753 | $4,214-58.4% | $3,574-51.0% | $4,869-64.0% |
| Participant deferral / active EE | $2,481 | $4,270-41.9% | $3,712-33.1% | $5,287-53.1% |
| Admin fee / account holder | $89 | $6,645-98.7% | $5,333-98.3% | $10,133-99.1% |