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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,916 | $56,054-28.8% | $171,082-76.7% | $62,881-36.5% |
| Participation rate | 86.0% | 62.9%+23.2pp | 76.7%+9.4pp | 69.3%+16.7pp |
| Annual return | 6.52% | 22.52%-16.0pp | 32.56%-26.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,111 | $1,731-35.8% | $4,002-72.2% | $2,281-51.3% |
| Participant deferral / active EE | $2,631 | $3,158-16.7% | $4,797-45.2% | $3,203-17.8% |
| Admin fee / account holder | $230 | $3,647-93.7% | $8,520-97.3% | $4,296-94.7% |