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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,182 | $52,306-40.4% | $69,779-55.3% | $62,881-50.4% |
| Participation rate | 85.7% | 67.2%+18.5pp | 71.8%+13.9pp | 69.3%+16.4pp |
| Annual return | 27.81% | 13.35%+14.5pp | 12.99%+14.8pp | 20.14%+7.7pp |
| Employer contribution / active EE | $1,495 | $1,799-16.9% | $2,338-36.0% | $2,281-34.4% |
| Participant deferral / active EE | $2,251 | $2,395-6.0% | $2,931-23.2% | $3,203-29.7% |
| Admin fee / account holder | $162 | $3,691-95.6% | $4,381-96.3% | $4,296-96.2% |