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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,639 | $75,720-70.1% | $90,312-74.9% | $86,983-74.0% |
| Participation rate | 88.9% | 66.3%+22.6pp | 72.9%+16.0pp | 69.5%+19.3pp |
| Annual return | 12.92% | 18.55%-5.6pp | 18.90%-6.0pp | 25.83%-12.9pp |
| Employer contribution / active EE | $1,245 | $1,945-36.0% | $2,243-44.5% | $2,584-51.8% |
| Participant deferral / active EE | $3,088 | $3,001+2.9% | $3,749-17.6% | $4,194-26.4% |
| Admin fee / account holder | $20 | $6,201-99.7% | $8,248-99.8% | $7,856-99.8% |