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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,313 | $57,061-15.3% | $85,063-43.2% | $80,911-40.3% |
| Participation rate | 96.9% | 56.3%+40.5pp | 67.5%+29.4pp | 67.6%+29.2pp |
| Annual return | 13.92% | 21.66%-7.7pp | 66.54%-52.6pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,605 | $1,799-10.8% | $2,727-41.2% | $2,756-41.8% |
| Participant deferral / active EE | $2,969 | $3,110-4.5% | $4,523-34.4% | $4,297-30.9% |
| Admin fee / account holder | $83 | $4,986-98.3% | $6,155-98.7% | $6,935-98.8% |