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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,068 | $60,349-41.9% | $74,184-52.7% | $62,881-44.2% |
| Participation rate | 72.7% | 72.7%0pp | 76.6%-3.9pp | 69.3%+3.4pp |
| Annual return | 7.25% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,152 | $1,680-31.4% | $2,370-51.4% | $2,281-49.5% |
| Participant deferral / active EE | $2,165 | $2,856-24.2% | $3,550-39.0% | $3,203-32.4% |
| Admin fee / account holder | $38 | $4,261-99.1% | $5,586-99.3% | $4,296-99.1% |