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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,538 | $43,338-61.8% | $59,887-72.4% | $64,173-74.2% |
| Participation rate | 73.3% | 69.2%+4.2pp | 74.7%-1.4pp | 69.6%+3.8pp |
| Annual return | 9.74% | -1.55%+11.3pp | 3.46%+6.3pp | 7.63%+2.1pp |
| Employer contribution / active EE | $2,215 | $2,030+9.1% | $2,722-18.6% | $2,381-7.0% |
| Participant deferral / active EE | $2,339 | $2,547-8.2% | $3,402-31.3% | $3,470-32.6% |
| Admin fee / account holder | $173 | $3,007-94.2% | $3,591-95.2% | $4,887-96.5% |