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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,639 | $72,607-68.8% | $90,259-74.9% | $87,485-74.1% |
| Participation rate | 88.9% | 64.8%+24.1pp | 70.7%+18.1pp | 68.9%+20.0pp |
| Annual return | 12.92% | 18.59%-5.7pp | 18.88%-6.0pp | 26.06%-13.1pp |
| Employer contribution / active EE | $1,245 | $1,919-35.1% | $2,291-45.7% | $2,596-52.0% |
| Participant deferral / active EE | $3,088 | $3,055+1.1% | $3,827-19.3% | $4,274-27.7% |
| Admin fee / account holder | $20 | $5,947-99.7% | $7,267-99.7% | $7,775-99.7% |