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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,748 | $39,534-34.9% | $46,225-44.3% | $62,881-59.1% |
| Participation rate | 78.6% | 74.6%+4.0pp | 79.5%-0.9pp | 69.3%+9.3pp |
| Annual return | 6.32% | 8.93%-2.6pp | 7.57%-1.3pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,124 | $2,646-57.5% | $3,424-67.2% | $2,281-50.7% |
| Participant deferral / active EE | $2,219 | $2,681-17.2% | $3,776-41.2% | $3,203-30.7% |
| Admin fee / account holder | $166 | $2,464-93.3% | $3,519-95.3% | $4,296-96.1% |