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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,334 | $54,541-24.2% | $78,778-47.5% | $70,126-41.1% |
| Participation rate | 73.1% | 60.8%+12.3pp | 69.2%+3.9pp | 69.5%+3.5pp |
| Annual return | 19.46% | 21.07%-1.6pp | 35.62%-16.2pp | 73.15%-53.7pp |
| Employer contribution / active EE | $987 | $1,089-9.3% | $1,986-50.3% | $2,343-57.9% |
| Participant deferral / active EE | $2,455 | $2,210+11.1% | $2,958-17.0% | $3,332-26.3% |
| Admin fee / account holder | $138 | $3,709-96.3% | $5,134-97.3% | $4,645-97.0% |