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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,160 | $99,345-47.5% | $84,753-38.5% | $273,972-81.0% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 4.89% | 22.93%-18.0pp | 22.78%-17.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,487 | $4,214-64.7% | $3,574-58.4% | $4,869-69.5% |
| Participant deferral / active EE | $2,974 | $4,270-30.4% | $3,712-19.9% | $5,287-43.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |