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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,519 | $39,132-52.7% | $57,196-67.6% | $62,881-70.5% |
| Participation rate | 74.6% | 70.5%+4.1pp | 75.3%-0.7pp | 69.3%+5.3pp |
| Annual return | 3.45% | 9.24%-5.8pp | 14.59%-11.1pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,095 | $1,874-41.6% | $2,683-59.2% | $2,281-52.0% |
| Participant deferral / active EE | $1,444 | $2,374-39.2% | $3,096-53.4% | $3,203-54.9% |
| Admin fee / account holder | $148 | $2,594-94.3% | $3,141-95.3% | $4,296-96.6% |