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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,276 | $45,041-19.5% | $63,003-42.4% | $70,131-48.3% |
| Participation rate | 91.2% | 69.5%+21.7pp | 74.8%+16.4pp | 69.5%+21.6pp |
| Annual return | 13.31% | 18.76%-5.4pp | 87.59%-74.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,063 | $2,052+0.5% | $2,760-25.3% | $2,342-11.9% |
| Participant deferral / active EE | $1,372 | $2,465-44.4% | $3,329-58.8% | $3,332-58.8% |
| Admin fee / account holder | $271 | $2,836-90.4% | $3,600-92.5% | $4,645-94.2% |