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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,474 | $88,707-40.8% | $74,184-29.3% | $273,972-80.8% |
| Participation rate | 70.6% | 79.4%-8.9pp | 76.6%-6.0pp | 83.0%-12.4pp |
| Annual return | 9.26% | 11.94%-2.7pp | 17.74%-8.5pp | 41.46%-32.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,916 | $4,212-54.5% | $3,550-46.0% | $5,287-63.8% |
| Admin fee / account holder | $27 | $8,717-99.7% | $5,586-99.5% | $10,133-99.7% |