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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,776 | $48,364-32.2% | $71,796-54.3% | $62,881-47.9% |
| Participation rate | 80.0% | 60.6%+19.4pp | 69.1%+10.9pp | 69.3%+10.7pp |
| Annual return | 5.77% | 13.16%-7.4pp | 78.04%-72.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $972 | $1,042-6.7% | $1,924-49.5% | $2,281-57.4% |
| Participant deferral / active EE | $2,499 | $2,091+19.5% | $2,794-10.6% | $3,203-22.0% |
| Admin fee / account holder | $35 | $3,771-99.1% | $4,815-99.3% | $4,296-99.2% |