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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,365 | $99,343-66.4% | $84,751-60.6% | $273,968-87.8% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 3.43% | 22.93%-19.5pp | 22.78%-19.4pp | 41.45%-38.0pp |
| Employer contribution / active EE | $729 | $4,214-82.7% | $3,574-79.6% | $4,869-85.0% |
| Participant deferral / active EE | $1,624 | $4,269-62.0% | $3,712-56.2% | $5,287-69.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |