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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,373 | $76,551-25.1% | $123,894-53.7% | $62,881-8.8% |
| Participation rate | 72.5% | 73.0%-0.4pp | 81.4%-8.9pp | 69.3%+3.2pp |
| Annual return | 6.64% | 18.68%-12.0pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,441 | $4,840-28.9% | $5,984-42.5% | $3,203+7.4% |
| Admin fee / account holder | $174 | $4,826-96.4% | $8,357-97.9% | $4,296-95.9% |