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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,517 | $88,707-35.2% | $74,184-22.5% | $273,972-79.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 3.71% | 11.94%-8.2pp | 17.74%-14.0pp | 41.46%-37.7pp |
| Employer contribution / active EE | $2,905 | $3,159-8.1% | $2,370+22.6% | $4,869-40.3% |
| Participant deferral / active EE | $3,055 | $4,212-27.5% | $3,550-13.9% | $5,287-42.2% |
| Admin fee / account holder | $123 | $8,717-98.6% | $5,586-97.8% | $10,133-98.8% |