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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,919 | $99,345-47.7% | $84,753-38.7% | $273,972-81.0% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 2.55% | 22.93%-20.4pp | 22.78%-20.2pp | 41.46%-38.9pp |
| Employer contribution / active EE | $2,423 | $4,214-42.5% | $3,574-32.2% | $4,869-50.2% |
| Participant deferral / active EE | $2,184 | $4,270-48.8% | $3,712-41.2% | $5,287-58.7% |
| Admin fee / account holder | $251 | $6,645-96.2% | $5,333-95.3% | $10,133-97.5% |