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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,607 | $93,064-40.2% | $74,577-25.4% | $273,972-79.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 6.37% | 26.18%-19.8pp | 20.47%-14.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $629 | $3,160-80.1% | $2,525-75.1% | $4,869-87.1% |
| Participant deferral / active EE | $1,730 | $4,160-58.4% | $3,458-50.0% | $5,287-67.3% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |