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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,239 | $76,551-44.8% | $123,894-65.9% | $62,881-32.8% |
| Participation rate | 87.1% | 73.0%+14.1pp | 81.4%+5.7pp | 69.3%+17.8pp |
| Annual return | 7.08% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $864 | $2,882-70.0% | $4,617-81.3% | $2,281-62.1% |
| Participant deferral / active EE | $4,226 | $4,840-12.7% | $5,984-29.4% | $3,203+31.9% |
| Admin fee / account holder | $248 | $4,826-94.9% | $8,357-97.0% | $4,296-94.2% |