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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,768 | $96,558-54.7% | $80,977-45.9% | $273,972-84.0% |
| Participation rate | 72.7% | 79.1%-6.4pp | 75.8%-3.1pp | 83.0%-10.3pp |
| Annual return | 6.57% | 15.14%-8.6pp | 17.11%-10.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $592 | $4,869-87.8% | $3,715-84.1% | $4,869-87.8% |
| Participant deferral / active EE | $1,877 | $6,598-71.6% | $5,696-67.1% | $5,287-64.5% |
| Admin fee / account holder | $77 | $7,493-99.0% | $5,517-98.6% | $10,133-99.2% |