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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,911 | $99,345-41.7% | $84,753-31.7% | $273,972-78.9% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 11.80% | 22.93%-11.1pp | 22.78%-11.0pp | 41.46%-29.7pp |
| Employer contribution / active EE | $1,261 | $4,214-70.1% | $3,574-64.7% | $4,869-74.1% |
| Participant deferral / active EE | $1,953 | $4,270-54.3% | $3,712-47.4% | $5,287-63.1% |
| Admin fee / account holder | $275 | $6,645-95.9% | $5,333-94.8% | $10,133-97.3% |