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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,217 | $132,310-68.1% | $105,754-60.1% | $273,972-84.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 78.9%+6.8pp | 83.0%+2.7pp |
| Annual return | 9.01% | 10.08%-1.1pp | 12.25%-3.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,304 | $4,867-73.2% | $4,079-68.0% | $4,869-73.2% |
| Participant deferral / active EE | $4,580 | $6,233-26.5% | $5,326-14.0% | $5,287-13.4% |
| Admin fee / account holder | $8 | $12,036-99.9% | $8,309-99.9% | $10,133-99.9% |