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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,758 | $88,707-72.1% | $74,184-66.6% | $273,972-91.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 3.79% | 11.94%-8.1pp | 17.74%-13.9pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,173 | $3,159-62.9% | $2,370-50.5% | $4,869-75.9% |
| Participant deferral / active EE | $1,655 | $4,212-60.7% | $3,550-53.4% | $5,287-68.7% |
| Admin fee / account holder | $199 | $8,717-97.7% | $5,586-96.4% | $10,133-98.0% |