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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,698 | $54,162-35.9% | $68,612-49.4% | $64,173-45.9% |
| Participation rate | 88.0% | 68.1%+19.9pp | 72.2%+15.8pp | 69.6%+18.4pp |
| Annual return | 5.60% | -1.62%+7.2pp | -4.63%+10.2pp | 7.63%-2.0pp |
| Employer contribution / active EE | $1,204 | $1,846-34.8% | $2,625-54.1% | $2,381-49.4% |
| Participant deferral / active EE | $1,874 | $2,626-28.6% | $3,311-43.4% | $3,470-46.0% |
| Admin fee / account holder | $249 | $4,029-93.8% | $5,131-95.2% | $4,887-94.9% |