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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,743 | $88,707-27.0% | $74,184-12.7% | $273,972-76.4% |
| Participation rate | 91.3% | 79.4%+11.9pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 5.73% | 11.94%-6.2pp | 17.74%-12.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,304 | $3,159-58.7% | $2,370-45.0% | $4,869-73.2% |
| Participant deferral / active EE | $1,822 | $4,212-56.7% | $3,550-48.7% | $5,287-65.5% |
| Admin fee / account holder | $214 | $8,717-97.5% | $5,586-96.2% | $10,133-97.9% |