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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,260 | $99,345-45.4% | $84,753-36.0% | $273,972-80.2% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 9.16% | 22.93%-13.8pp | 22.78%-13.6pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,030 | $4,214-75.6% | $3,574-71.2% | $4,869-78.8% |
| Participant deferral / active EE | $2,099 | $4,270-50.9% | $3,712-43.5% | $5,287-60.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |