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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,816 | $88,707-41.6% | $74,184-30.2% | $273,972-81.1% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 8.92% | 11.94%-3.0pp | 17.74%-8.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $723 | $3,159-77.1% | $2,370-69.5% | $4,869-85.2% |
| Participant deferral / active EE | $2,012 | $4,212-52.2% | $3,550-43.3% | $5,287-61.9% |
| Admin fee / account holder | $115 | $8,717-98.7% | $5,586-97.9% | $10,133-98.9% |