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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,428 | $45,087-14.8% | $69,483-44.7% | $72,976-47.3% |
| Participation rate | 94.1% | 68.5%+25.6pp | 74.6%+19.5pp | 69.5%+24.6pp |
| Annual return | 7.18% | 22.67%-15.5pp | 28.99%-21.8pp | 81.02%-73.8pp |
| Employer contribution / active EE | $897 | $2,055-56.4% | $2,780-67.7% | $2,440-63.2% |
| Participant deferral / active EE | $2,684 | $2,603+3.1% | $3,537-24.1% | $3,608-25.6% |
| Admin fee / account holder | $261 | $3,057-91.5% | $3,841-93.2% | $5,124-94.9% |