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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,599 | $99,345-56.1% | $84,753-48.6% | $273,972-84.1% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 6.63% | 22.93%-16.3pp | 22.78%-16.2pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,249 | $4,214-46.6% | $3,574-37.1% | $4,869-53.8% |
| Participant deferral / active EE | $3,728 | $4,270-12.7% | $3,712+0.4% | $5,287-29.5% |
| Admin fee / account holder | $13 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |