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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,589 | $41,377-9.2% | $109,313-65.6% | $62,881-40.2% |
| Participation rate | 76.0% | 57.5%+18.5pp | 71.3%+4.7pp | 69.3%+6.7pp |
| Annual return | 8.83% | 11.05%-2.2pp | 22.07%-13.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,069 | $1,276+62.1% | $3,892-46.8% | $2,281-9.3% |
| Participant deferral / active EE | $4,312 | $2,045+110.9% | $3,166+36.2% | $3,203+34.6% |
| Admin fee / account holder | $257 | $2,884-91.1% | $5,666-95.5% | $4,296-94.0% |