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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,074 | $99,345-70.7% | $84,753-65.7% | $273,972-89.4% |
| Participation rate | 95.0% | 80.7%+14.3pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 8.79% | 22.93%-14.1pp | 22.78%-14.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,243 | $4,214-46.8% | $3,574-37.2% | $4,869-53.9% |
| Participant deferral / active EE | $4,398 | $4,270+3.0% | $3,712+18.5% | $5,287-16.8% |
| Admin fee / account holder | $42 | $6,645-99.4% | $5,333-99.2% | $10,133-99.6% |