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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,154 | $96,558-45.0% | $80,977-34.4% | $273,972-80.6% |
| Participation rate | 88.2% | 79.1%+9.2pp | 75.8%+12.4pp | 83.0%+5.2pp |
| Annual return | 8.75% | 15.14%-6.4pp | 17.11%-8.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,922 | $4,869-60.5% | $3,715-48.3% | $4,869-60.5% |
| Participant deferral / active EE | $2,976 | $6,598-54.9% | $5,696-47.7% | $5,287-43.7% |
| Admin fee / account holder | $69 | $7,493-99.1% | $5,517-98.7% | $10,133-99.3% |