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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,893 | $81,487-52.3% | $102,412-62.0% | $80,935-51.9% |
| Participation rate | 79.3% | 66.8%+12.5pp | 74.5%+4.8pp | 67.7%+11.6pp |
| Annual return | 15.12% | 25.60%-10.5pp | 24.94%-9.8pp | 35.66%-20.5pp |
| Employer contribution / active EE | $845 | $3,103-72.8% | $3,870-78.2% | $2,757-69.3% |
| Participant deferral / active EE | $5,168 | $3,871+33.5% | $5,060+2.1% | $4,299+20.2% |
| Admin fee / account holder | $162 | $6,717-97.6% | $8,388-98.1% | $6,924-97.7% |