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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,223 | $67,776-34.8% | $90,312-51.0% | $65,306-32.3% |
| Participation rate | 76.4% | 58.1%+18.3pp | 72.9%+3.5pp | 57.7%+18.7pp |
| Annual return | 12.76% | 16.62%-3.9pp | 18.90%-6.1pp | 21.94%-9.2pp |
| Employer contribution / active EE | $1,696 | $2,195-22.8% | $2,243-24.4% | $1,967-13.8% |
| Participant deferral / active EE | $3,699 | $2,641+40.1% | $3,749-1.3% | $2,959+25.0% |
| Admin fee / account holder | $30 | $3,322-99.1% | $8,248-99.6% | $3,480-99.1% |