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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,140 | $43,333-32.8% | $59,883-51.3% | $64,181-54.6% |
| Participation rate | 97.7% | 69.2%+28.5pp | 74.7%+23.0pp | 69.6%+28.1pp |
| Annual return | 8.31% | -1.55%+9.9pp | 3.46%+4.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $1,715 | $2,029-15.5% | $2,722-37.0% | $2,381-27.9% |
| Participant deferral / active EE | $1,267 | $2,547-50.2% | $3,402-62.7% | $3,470-63.5% |
| Admin fee / account holder | $114 | $3,006-96.2% | $3,591-96.8% | $4,887-97.7% |