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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,882 | $60,349-55.5% | $74,184-63.8% | $62,881-57.2% |
| Participation rate | 97.2% | 72.7%+24.5pp | 76.6%+20.6pp | 69.3%+27.9pp |
| Annual return | 5.89% | 21.38%-15.5pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $450 | $1,680-73.2% | $2,370-81.0% | $2,281-80.3% |
| Participant deferral / active EE | $3,342 | $2,856+17.0% | $3,550-5.8% | $3,203+4.3% |
| Admin fee / account holder | $6 | $4,261-99.9% | $5,586-99.9% | $4,296-99.9% |