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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,216 | $64,517-67.1% | $81,438-73.9% | $80,874-73.8% |
| Participation rate | 95.7% | 63.9%+31.8pp | 69.5%+26.2pp | 67.6%+28.1pp |
| Annual return | 13.11% | 16.35%-3.2pp | 24.74%-11.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,481 | $1,982+25.2% | $2,460+0.8% | $2,756-10.0% |
| Participant deferral / active EE | $2,587 | $3,096-16.4% | $3,883-33.4% | $4,297-39.8% |
| Admin fee / account holder | $131 | $5,677-97.7% | $5,764-97.7% | $6,935-98.1% |