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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,424 | $57,119-50.2% | $85,187-66.6% | $80,935-64.9% |
| Participation rate | 78.1% | 56.4%+21.7pp | 67.5%+10.6pp | 67.7%+10.5pp |
| Annual return | 15.51% | 21.70%-6.2pp | 66.67%-51.2pp | 35.66%-20.2pp |
| Employer contribution / active EE | $1,741 | $1,802-3.3% | $2,732-36.3% | $2,757-36.8% |
| Participant deferral / active EE | $4,005 | $3,115+28.6% | $4,525-11.5% | $4,299-6.9% |
| Admin fee / account holder | $277 | $4,990-94.4% | $6,162-95.5% | $6,924-96.0% |