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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,874 | $99,345-61.9% | $84,753-55.3% | $273,972-86.2% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 5.01% | 22.93%-17.9pp | 22.78%-17.8pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,494 | $4,214-64.5% | $3,574-58.2% | $4,869-69.3% |
| Participant deferral / active EE | $4,612 | $4,270+8.0% | $3,712+24.3% | $5,287-12.8% |
| Admin fee / account holder | $50 | $6,645-99.2% | $5,333-99.1% | $10,133-99.5% |