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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,951 | $65,712-65.1% | $57,196-59.9% | $273,972-91.6% |
| Participation rate | 76.9% | 78.3%-1.4pp | 75.3%+1.6pp | 83.0%-6.1pp |
| Annual return | 7.28% | 22.01%-14.7pp | 14.59%-7.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,270 | $3,280-30.8% | $2,683-15.4% | $4,869-53.4% |
| Participant deferral / active EE | $5,431 | $3,782+43.6% | $3,096+75.4% | $5,287+2.7% |
| Admin fee / account holder | $228 | $4,838-95.3% | $3,141-92.7% | $10,133-97.7% |