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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,352 | $96,558-72.7% | $80,977-67.5% | $273,972-90.4% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 6.38% | 15.14%-8.8pp | 17.11%-10.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,974 | $4,869-59.4% | $3,715-46.8% | $4,869-59.4% |
| Participant deferral / active EE | $5,199 | $6,598-21.2% | $5,696-8.7% | $5,287-1.7% |
| Admin fee / account holder | $93 | $7,493-98.8% | $5,517-98.3% | $10,133-99.1% |