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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,167 | $69,977-56.9% | $108,582-72.2% | $62,881-52.0% |
| Participation rate | 88.1% | 72.9%+15.2pp | 79.6%+8.5pp | 69.3%+18.8pp |
| Annual return | 7.47% | 10.73%-3.3pp | -51.70%+59.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,280 | $2,135-40.0% | $3,758-65.9% | $2,281-43.9% |
| Participant deferral / active EE | $3,251 | $3,165+2.7% | $4,311-24.6% | $3,203+1.5% |
| Admin fee / account holder | $295 | $5,076-94.2% | $7,645-96.1% | $4,296-93.1% |