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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,046 | $67,602-60.0% | $82,312-67.1% | $70,126-61.4% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.9%+3.9pp | 69.5%+11.2pp |
| Annual return | 16.71% | 21.57%-4.9pp | 25.88%-9.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,032 | $1,755-41.2% | $2,428-57.5% | $2,343-55.9% |
| Participant deferral / active EE | $2,446 | $2,987-18.1% | $3,706-34.0% | $3,332-26.6% |
| Admin fee / account holder | $135 | $4,512-97.0% | $5,608-97.6% | $4,645-97.1% |