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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,516 | $56,287-26.2% | $80,977-48.7% | $62,881-34.0% |
| Participation rate | 89.7% | 68.9%+20.7pp | 75.8%+13.8pp | 69.3%+20.4pp |
| Annual return | 11.76% | 22.13%-10.4pp | 17.11%-5.3pp | 20.14%-8.4pp |
| Employer contribution / active EE | $2,452 | $1,943+26.2% | $3,715-34.0% | $2,281+7.5% |
| Participant deferral / active EE | $2,844 | $4,196-32.2% | $5,696-50.1% | $3,203-11.2% |
| Admin fee / account holder | $191 | $3,742-94.9% | $5,517-96.5% | $4,296-95.5% |