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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,936 | $52,306-21.7% | $69,779-41.3% | $62,881-34.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 9.42% | 13.35%-3.9pp | 12.99%-3.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,209 | $1,799-32.8% | $2,338-48.3% | $2,281-47.0% |
| Participant deferral / active EE | $2,706 | $2,395+13.0% | $2,931-7.7% | $3,203-15.5% |
| Admin fee / account holder | $204 | $3,691-94.5% | $4,381-95.3% | $4,296-95.2% |