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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,777 | $65,712-41.0% | $57,196-32.2% | $273,972-85.8% |
| Participation rate | 93.8% | 78.3%+15.4pp | 75.3%+18.4pp | 83.0%+10.7pp |
| Annual return | 10.70% | 22.01%-11.3pp | 14.59%-3.9pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,208 | $3,280-32.7% | $2,683-17.7% | $4,869-54.6% |
| Participant deferral / active EE | $2,992 | $3,782-20.9% | $3,096-3.4% | $5,287-43.4% |
| Admin fee / account holder | $63 | $4,838-98.7% | $3,141-98.0% | $10,133-99.4% |