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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,686 | $56,894-28.5% | $84,753-52.0% | $62,881-35.3% |
| Participation rate | 93.1% | 68.5%+24.6pp | 76.6%+16.5pp | 69.3%+23.8pp |
| Annual return | 7.56% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,075 | $2,400-13.6% | $3,574-42.0% | $2,281-9.0% |
| Participant deferral / active EE | $3,981 | $2,709+46.9% | $3,712+7.2% | $3,203+24.3% |
| Admin fee / account holder | $187 | $3,581-94.8% | $5,333-96.5% | $4,296-95.6% |