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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,961 | $96,956-61.9% | $69,779-47.0% | $273,972-86.5% |
| Participation rate | 73.9% | 77.1%-3.2pp | 71.8%+2.1pp | 83.0%-9.1pp |
| Annual return | 8.38% | 12.93%-4.6pp | 12.99%-4.6pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,022 | $3,316-69.2% | $2,338-56.3% | $4,869-79.0% |
| Participant deferral / active EE | $2,922 | $3,744-22.0% | $2,931-0.3% | $5,287-44.7% |
| Admin fee / account holder | $5 | $7,934-99.9% | $4,381-99.9% | $10,133-100.0% |