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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,004 | $56,054-35.8% | $171,082-79.0% | $62,881-42.7% |
| Participation rate | 74.4% | 62.9%+11.5pp | 76.7%-2.3pp | 69.3%+5.1pp |
| Annual return | 6.09% | 22.52%-16.4pp | 32.56%-26.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,734 | $1,731+0.2% | $4,002-56.7% | $2,281-24.0% |
| Participant deferral / active EE | $2,294 | $3,158-27.4% | $4,797-52.2% | $3,203-28.4% |
| Admin fee / account holder | $159 | $3,647-95.6% | $8,520-98.1% | $4,296-96.3% |