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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,275 | $65,712-55.4% | $57,196-48.8% | $273,972-89.3% |
| Participation rate | 70.0% | 78.3%-8.3pp | 75.3%-5.3pp | 83.0%-13.0pp |
| Annual return | 7.08% | 22.01%-14.9pp | 14.59%-7.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,444 | $3,280-56.0% | $2,683-46.2% | $4,869-70.4% |
| Participant deferral / active EE | $1,444 | $3,782-61.8% | $3,096-53.4% | $5,287-72.7% |
| Admin fee / account holder | $36 | $4,838-99.3% | $3,141-98.9% | $10,133-99.6% |