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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,106 | $45,087-62.1% | $69,483-75.4% | $72,976-76.6% |
| Participation rate | 90.5% | 68.5%+22.1pp | 74.6%+15.9pp | 69.5%+21.1pp |
| Annual return | 12.34% | 22.67%-10.3pp | 28.99%-16.6pp | 81.02%-68.7pp |
| Employer contribution / active EE | $2,770 | $2,055+34.8% | $2,780-0.4% | $2,440+13.5% |
| Participant deferral / active EE | $3,848 | $2,603+47.8% | $3,537+8.8% | $3,608+6.7% |
| Admin fee / account holder | $277 | $3,057-90.9% | $3,841-92.8% | $5,124-94.6% |