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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,168 | $39,132+7.8% | $57,196-26.3% | $62,881-32.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 9.78% | 9.24%+0.5pp | 14.59%-4.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,717 | $1,874-8.4% | $2,683-36.0% | $2,281-24.7% |
| Participant deferral / active EE | $5,541 | $2,374+133.4% | $3,096+79.0% | $3,203+73.0% |
| Admin fee / account holder | $288 | $2,594-88.9% | $3,141-90.8% | $4,296-93.3% |