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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,963 | $86,938-51.7% | $102,423-59.0% | $80,925-48.1% |
| Participation rate | 85.2% | 72.4%+12.9pp | 76.5%+8.7pp | 67.7%+17.6pp |
| Annual return | 13.32% | 18.89%-5.6pp | 29.42%-16.1pp | 35.65%-22.3pp |
| Employer contribution / active EE | $1,248 | $2,369-47.3% | $3,023-58.7% | $2,756-54.7% |
| Participant deferral / active EE | $2,613 | $4,120-36.6% | $5,054-48.3% | $4,299-39.2% |
| Admin fee / account holder | $118 | $8,053-98.5% | $9,455-98.8% | $6,940-98.3% |