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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,530 | $99,345-35.0% | $84,753-23.9% | $273,972-76.4% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 3.63% | 22.93%-19.3pp | 22.78%-19.2pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,093 | $4,214-74.1% | $3,574-69.4% | $4,869-77.5% |
| Participant deferral / active EE | $4,628 | $4,270+8.4% | $3,712+24.7% | $5,287-12.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |