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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,727 | $99,345-62.0% | $84,753-55.5% | $273,972-86.2% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | 13.64% | 22.93%-9.3pp | 22.78%-9.1pp | 41.46%-27.8pp |
| Employer contribution / active EE | $1,985 | $4,214-52.9% | $3,574-44.5% | $4,869-59.2% |
| Participant deferral / active EE | $4,284 | $4,270+0.3% | $3,712+15.4% | $5,287-19.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |