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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,273 | $88,707-30.9% | $74,184-17.4% | $273,972-77.6% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 4.05% | 11.94%-7.9pp | 17.74%-13.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,454 | $3,159-54.0% | $2,370-38.7% | $4,869-70.1% |
| Participant deferral / active EE | $2,749 | $4,212-34.7% | $3,550-22.6% | $5,287-48.0% |
| Admin fee / account holder | $53 | $8,717-99.4% | $5,586-99.0% | $10,133-99.5% |