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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,915 | $99,345-69.9% | $84,753-64.7% | $273,972-89.1% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.6%+5.8pp | 83.0%-0.7pp |
| Annual return | 2.98% | 22.93%-20.0pp | 22.78%-19.8pp | 41.46%-38.5pp |
| Employer contribution / active EE | $7,485 | $4,214+77.6% | $3,574+109.4% | $4,869+53.7% |
| Participant deferral / active EE | $3,021 | $4,270-29.2% | $3,712-18.6% | $5,287-42.9% |
| Admin fee / account holder | $206 | $6,645-96.9% | $5,333-96.1% | $10,133-98.0% |