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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,242 | $88,707-42.2% | $74,184-30.9% | $273,972-81.3% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 7.70% | 11.94%-4.2pp | 17.74%-10.0pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,131 | $3,159-32.5% | $2,370-10.1% | $4,869-56.2% |
| Participant deferral / active EE | $2,536 | $4,212-39.8% | $3,550-28.6% | $5,287-52.0% |
| Admin fee / account holder | $4 | $8,717-99.9% | $5,586-99.9% | $10,133-100.0% |