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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,319 | $99,345-67.5% | $84,753-61.9% | $273,972-88.2% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 7.02% | 22.93%-15.9pp | 22.78%-15.8pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,331 | $4,214-68.4% | $3,574-62.8% | $4,869-72.7% |
| Participant deferral / active EE | $1,883 | $4,270-55.9% | $3,712-49.3% | $5,287-64.4% |
| Admin fee / account holder | $43 | $6,645-99.4% | $5,333-99.2% | $10,133-99.6% |