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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,923 | $105,623-62.2% | $87,502-54.4% | $273,972-85.4% |
| Participation rate | 90.9% | 78.2%+12.7pp | 73.8%+17.1pp | 83.0%+7.9pp |
| Annual return | 8.52% | 12.26%-3.7pp | 12.21%-3.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $3,200 | $3,141+1.9% | $2,550+25.5% | $4,869-34.3% |
| Participant deferral / active EE | $6,000 | $3,601+66.6% | $3,149+90.5% | $5,287+13.5% |
| Admin fee / account holder | $237 | $4,781-95.0% | $4,221-94.4% | $10,133-97.7% |