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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,223 | $62,086-28.8% | $90,259-51.0% | $64,340-31.3% |
| Participation rate | 76.4% | 53.9%+22.5pp | 70.7%+5.7pp | 55.2%+21.2pp |
| Annual return | 12.76% | 16.73%-4.0pp | 18.88%-6.1pp | 24.14%-11.4pp |
| Employer contribution / active EE | $1,696 | $1,883-9.9% | $2,291-26.0% | $1,862-8.9% |
| Participant deferral / active EE | $3,699 | $2,557+44.7% | $3,827-3.3% | $2,980+24.1% |
| Admin fee / account holder | $30 | $3,317-99.1% | $7,267-99.6% | $3,703-99.2% |