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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,031 | $99,345-60.7% | $84,753-53.9% | $273,972-85.8% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 4.87% | 22.93%-18.1pp | 22.78%-17.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $852 | $4,214-79.8% | $3,574-76.2% | $4,869-82.5% |
| Participant deferral / active EE | $1,152 | $4,270-73.0% | $3,712-69.0% | $5,287-78.2% |
| Admin fee / account holder | $123 | $6,645-98.2% | $5,333-97.7% | $10,133-98.8% |