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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,793 | $153,311-53.8% | $109,313-35.2% | $273,972-74.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | 18.50% | 29.86%-11.4pp | 22.07%-3.6pp | 41.46%-23.0pp |
| Employer contribution / active EE | $648 | $5,619-88.5% | $3,892-83.4% | $4,869-86.7% |
| Participant deferral / active EE | $1,463 | $3,932-62.8% | $3,166-53.8% | $5,287-72.3% |
| Admin fee / account holder | $23 | $8,076-99.7% | $5,666-99.6% | $10,133-99.8% |