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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,005 | $99,345-41.6% | $84,753-31.6% | $273,972-78.8% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 5.22% | 22.93%-17.7pp | 22.78%-17.6pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,130 | $4,270-26.7% | $3,712-15.7% | $5,287-40.8% |
| Admin fee / account holder | $73 | $6,645-98.9% | $5,333-98.6% | $10,133-99.3% |