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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,311 | $136,307-35.2% | $106,619-17.2% | $273,972-67.8% |
| Participation rate | 78.3% | 84.8%-6.5pp | 78.0%+0.3pp | 83.0%-4.8pp |
| Annual return | 7.24% | 11.05%-3.8pp | 9.42%-2.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,635 | $5,190-68.5% | $3,947-58.6% | $4,869-66.4% |
| Participant deferral / active EE | $3,747 | $4,969-24.6% | $3,930-4.7% | $5,287-29.1% |
| Admin fee / account holder | $17 | $8,625-99.8% | $6,418-99.7% | $10,133-99.8% |