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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,869 | $56,894-54.5% | $84,753-69.5% | $62,881-58.9% |
| Participation rate | 87.8% | 68.5%+19.2pp | 76.6%+11.2pp | 69.3%+18.5pp |
| Annual return | 10.32% | 6.30%+4.0pp | 22.78%-12.5pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,303 | $2,400-45.7% | $3,574-63.5% | $2,281-42.9% |
| Participant deferral / active EE | $2,362 | $2,709-12.8% | $3,712-36.4% | $3,203-26.2% |
| Admin fee / account holder | $100 | $3,581-97.2% | $5,333-98.1% | $4,296-97.7% |