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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,588 | $88,707-52.0% | $74,184-42.6% | $273,972-84.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 5.36% | 11.94%-6.6pp | 17.74%-12.4pp | 41.46%-36.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,367 | $4,212+27.4% | $3,550+51.2% | $5,287+1.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |