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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,737 | $51,708-50.2% | $106,619-75.9% | $62,881-59.1% |
| Participation rate | 70.3% | 66.9%+3.4pp | 78.0%-7.7pp | 69.3%+1.0pp |
| Annual return | 5.83% | 4.69%+1.1pp | 9.42%-3.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,040 | $1,764-41.0% | $3,947-73.7% | $2,281-54.4% |
| Participant deferral / active EE | $1,764 | $2,315-23.8% | $3,930-55.1% | $3,203-44.9% |
| Admin fee / account holder | $209 | $3,349-93.8% | $6,418-96.7% | $4,296-95.1% |