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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,287 | $76,551-47.4% | $123,894-67.5% | $62,881-35.9% |
| Participation rate | 78.6% | 73.0%+5.6pp | 81.4%-2.8pp | 69.3%+9.3pp |
| Annual return | 9.56% | 18.68%-9.1pp | 47.52%-38.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,204 | $2,882-58.2% | $4,617-73.9% | $2,281-47.2% |
| Participant deferral / active EE | $3,316 | $4,840-31.5% | $5,984-44.6% | $3,203+3.5% |
| Admin fee / account holder | $146 | $4,826-97.0% | $8,357-98.3% | $4,296-96.6% |