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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,935 | $88,707-36.9% | $74,184-24.6% | $273,972-79.6% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 6.60% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,541 | $3,159-51.2% | $2,370-35.0% | $4,869-68.3% |
| Participant deferral / active EE | $1,660 | $4,212-60.6% | $3,550-53.2% | $5,287-68.6% |
| Admin fee / account holder | $1 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |