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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,402 | $56,894-39.5% | $84,753-59.4% | $62,881-45.3% |
| Participation rate | 71.2% | 68.5%+2.6pp | 76.6%-5.4pp | 69.3%+1.8pp |
| Annual return | 7.15% | 6.30%+0.8pp | 22.78%-15.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,901 | $2,400-20.8% | $3,574-46.8% | $2,281-16.7% |
| Participant deferral / active EE | $2,229 | $2,709-17.7% | $3,712-39.9% | $3,203-30.4% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |