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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,444 | $67,602-52.0% | $82,312-60.6% | $70,126-53.7% |
| Participation rate | 80.6% | 72.8%+7.8pp | 76.9%+3.7pp | 69.5%+11.1pp |
| Annual return | 20.39% | 21.57%-1.2pp | 25.88%-5.5pp | 73.15%-52.8pp |
| Employer contribution / active EE | $850 | $1,755-51.6% | $2,428-65.0% | $2,343-63.7% |
| Participant deferral / active EE | $2,329 | $2,987-22.0% | $3,706-37.2% | $3,332-30.1% |
| Admin fee / account holder | $42 | $4,512-99.1% | $5,608-99.3% | $4,645-99.1% |