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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,896 | $60,349-38.9% | $74,184-50.3% | $62,881-41.3% |
| Participation rate | 91.2% | 72.7%+18.4pp | 76.6%+14.6pp | 69.3%+21.9pp |
| Annual return | 5.78% | 21.38%-15.6pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,055 | $1,680+22.3% | $2,370-13.3% | $2,281-9.9% |
| Participant deferral / active EE | $2,825 | $2,856-1.1% | $3,550-20.4% | $3,203-11.8% |
| Admin fee / account holder | $239 | $4,261-94.4% | $5,586-95.7% | $4,296-94.4% |