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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,531 | $56,894-49.9% | $84,753-66.3% | $62,881-54.6% |
| Participation rate | 89.4% | 68.5%+20.8pp | 76.6%+12.8pp | 69.3%+20.1pp |
| Annual return | 6.20% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,599 | $2,400-33.4% | $3,574-55.3% | $2,281-29.9% |
| Participant deferral / active EE | $1,058 | $2,709-60.9% | $3,712-71.5% | $3,203-67.0% |
| Admin fee / account holder | $147 | $3,581-95.9% | $5,333-97.2% | $4,296-96.6% |