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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,656 | $52,306-37.6% | $69,779-53.2% | $62,881-48.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 9.85% | 13.35%-3.5pp | 12.99%-3.1pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,331 | $1,799-26.0% | $2,338-43.1% | $2,281-41.6% |
| Participant deferral / active EE | $1,857 | $2,395-22.5% | $2,931-36.6% | $3,203-42.0% |
| Admin fee / account holder | $186 | $3,691-95.0% | $4,381-95.8% | $4,296-95.7% |