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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,707 | $87,546-62.6% | $75,784-56.8% | $125,389-73.9% |
| Participation rate | 84.2% | 80.2%+4.0pp | 75.8%+8.4pp | 83.2%+1.0pp |
| Annual return | 0.28% | 13.49%-13.2pp | 9.68%-9.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $11,177 | $3,930+184.4% | $3,323+236.3% | $4,866+129.7% |
| Participant deferral / active EE | $8,578 | $4,230+102.8% | $3,652+134.9% | $5,352+60.3% |
| Admin fee / account holder | $299 | $6,503-95.4% | $5,300-94.4% | $9,541-96.9% |