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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,572 | $71,208-51.4% | $93,681-63.1% | $80,911-57.3% |
| Participation rate | 96.0% | 60.4%+35.6pp | 68.7%+27.3pp | 67.6%+28.4pp |
| Annual return | 10.48% | 11.27%-0.8pp | 133.47%-123.0pp | 35.63%-25.2pp |
| Employer contribution / active EE | $2,038 | $1,564+30.3% | $2,422-15.9% | $2,756-26.0% |
| Participant deferral / active EE | $4,238 | $4,035+5.0% | $4,415-4.0% | $4,297-1.4% |
| Admin fee / account holder | $295 | $6,951-95.8% | $8,290-96.4% | $6,935-95.7% |