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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,736 | $99,345-61.0% | $84,753-54.3% | $273,972-85.9% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 3.52% | 22.93%-19.4pp | 22.78%-19.3pp | 41.46%-37.9pp |
| Employer contribution / active EE | $1,677 | $4,214-60.2% | $3,574-53.1% | $4,869-65.6% |
| Participant deferral / active EE | $3,010 | $4,270-29.5% | $3,712-18.9% | $5,287-43.1% |
| Admin fee / account holder | $25 | $6,645-99.6% | $5,333-99.5% | $10,133-99.8% |