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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,157 | $99,345-38.4% | $84,753-27.8% | $273,972-77.7% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 6.53% | 22.93%-16.4pp | 22.78%-16.3pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,116 | $4,214-73.5% | $3,574-68.8% | $4,869-77.1% |
| Participant deferral / active EE | $3,511 | $4,270-17.8% | $3,712-5.4% | $5,287-33.6% |
| Admin fee / account holder | $108 | $6,645-98.4% | $5,333-98.0% | $10,133-98.9% |