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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,095 | $88,707-48.0% | $74,184-37.9% | $273,972-83.2% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 11.39% | 11.94%-0.5pp | 17.74%-6.3pp | 41.46%-30.1pp |
| Employer contribution / active EE | $2,416 | $3,159-23.5% | $2,370+1.9% | $4,869-50.4% |
| Participant deferral / active EE | $6,252 | $4,212+48.4% | $3,550+76.1% | $5,287+18.2% |
| Admin fee / account holder | $79 | $8,717-99.1% | $5,586-98.6% | $10,133-99.2% |