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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,959 | $153,311-79.2% | $109,313-70.8% | $273,972-88.3% |
| Participation rate | 90.0% | 80.1%+9.9pp | 71.3%+18.7pp | 83.0%+7.0pp |
| Annual return | 4.60% | 29.86%-25.3pp | 22.07%-17.5pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,535 | $5,619-72.7% | $3,892-60.6% | $4,869-68.5% |
| Participant deferral / active EE | $1,535 | $3,932-61.0% | $3,166-51.5% | $5,287-71.0% |
| Admin fee / account holder | $195 | $8,076-97.6% | $5,666-96.6% | $10,133-98.1% |