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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,150 | $60,349-58.3% | $74,184-66.1% | $62,881-60.0% |
| Participation rate | 80.6% | 72.7%+7.9pp | 76.6%+4.0pp | 69.3%+11.3pp |
| Annual return | 8.70% | 21.38%-12.7pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,590 | $1,680-5.4% | $2,370-32.9% | $2,281-30.3% |
| Participant deferral / active EE | $2,444 | $2,856-14.4% | $3,550-31.2% | $3,203-23.7% |
| Admin fee / account holder | $119 | $4,261-97.2% | $5,586-97.9% | $4,296-97.2% |