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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,566 | $105,623-73.0% | $87,502-67.4% | $273,972-89.6% |
| Participation rate | 71.4% | 78.2%-6.8pp | 73.8%-2.4pp | 83.0%-11.6pp |
| Annual return | 6.61% | 12.26%-5.6pp | 12.21%-5.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,234 | $3,141-60.7% | $2,550-51.6% | $4,869-74.7% |
| Participant deferral / active EE | $4,026 | $3,601+11.8% | $3,149+27.8% | $5,287-23.9% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |