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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,704 | $65,712-51.8% | $57,196-44.6% | $273,972-88.4% |
| Participation rate | 77.3% | 78.3%-1.1pp | 75.3%+1.9pp | 83.0%-5.7pp |
| Annual return | 13.30% | 22.01%-8.7pp | 14.59%-1.3pp | 41.46%-28.2pp |
| Employer contribution / active EE | $1,491 | $3,280-54.5% | $2,683-44.4% | $4,869-69.4% |
| Participant deferral / active EE | $1,032 | $3,782-72.7% | $3,096-66.7% | $5,287-80.5% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |