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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,678 | $60,349-14.4% | $74,184-30.3% | $62,881-17.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 13.86% | 21.38%-7.5pp | 17.74%-3.9pp | 20.14%-6.3pp |
| Employer contribution / active EE | $1,842 | $1,680+9.6% | $2,370-22.3% | $2,281-19.2% |
| Participant deferral / active EE | $2,279 | $2,856-20.2% | $3,550-35.8% | $3,203-28.8% |
| Admin fee / account holder | $286 | $4,261-93.3% | $5,586-94.9% | $4,296-93.3% |