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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,108 | $88,707-74.0% | $74,184-68.9% | $273,972-91.6% |
| Participation rate | 70.6% | 79.4%-8.9pp | 76.6%-6.0pp | 83.0%-12.4pp |
| Annual return | 10.20% | 11.94%-1.7pp | 17.74%-7.5pp | 41.46%-31.3pp |
| Employer contribution / active EE | $2,653 | $3,159-16.0% | $2,370+11.9% | $4,869-45.5% |
| Participant deferral / active EE | $3,887 | $4,212-7.7% | $3,550+9.5% | $5,287-26.5% |
| Admin fee / account holder | $16 | $8,717-99.8% | $5,586-99.7% | $10,133-99.8% |