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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,561 | $153,311-73.5% | $109,313-62.9% | $273,972-85.2% |
| Participation rate | 94.4% | 80.1%+14.4pp | 71.3%+23.2pp | 83.0%+11.4pp |
| Annual return | 3.88% | 29.86%-26.0pp | 22.07%-18.2pp | 41.46%-37.6pp |
| Employer contribution / active EE | $1,571 | $5,619-72.0% | $3,892-59.6% | $4,869-67.7% |
| Participant deferral / active EE | $2,701 | $3,932-31.3% | $3,166-14.7% | $5,287-48.9% |
| Admin fee / account holder | $237 | $8,076-97.1% | $5,666-95.8% | $10,133-97.7% |