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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,511 | $99,345-47.1% | $84,753-38.0% | $273,972-80.8% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 9.87% | 22.93%-13.1pp | 22.78%-12.9pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,786 | $4,214-57.6% | $3,574-50.0% | $4,869-63.3% |
| Participant deferral / active EE | $3,629 | $4,270-15.0% | $3,712-2.2% | $5,287-31.4% |
| Admin fee / account holder | $160 | $6,645-97.6% | $5,333-97.0% | $10,133-98.4% |