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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,307 | $99,345-83.6% | $84,753-80.8% | $273,972-94.0% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 11.80% | 22.93%-11.1pp | 22.78%-11.0pp | 41.46%-29.7pp |
| Employer contribution / active EE | $1,458 | $4,214-65.4% | $3,574-59.2% | $4,869-70.1% |
| Participant deferral / active EE | $6,019 | $4,270+41.0% | $3,712+62.2% | $5,287+13.8% |
| Admin fee / account holder | $41 | $6,645-99.4% | $5,333-99.2% | $10,133-99.6% |