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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,351 | $93,064-31.9% | $74,577-15.1% | $273,972-76.9% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | 5.77% | 26.18%-20.4pp | 20.47%-14.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,131 | $3,160-64.2% | $2,525-55.2% | $4,869-76.8% |
| Participant deferral / active EE | $3,550 | $4,160-14.7% | $3,458+2.6% | $5,287-32.9% |
| Admin fee / account holder | $61 | $5,273-98.8% | $4,138-98.5% | $10,133-99.4% |