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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,784 | $39,132+17.0% | $57,196-20.0% | $62,881-27.2% |
| Participation rate | 87.5% | 70.5%+17.0pp | 75.3%+12.2pp | 69.3%+18.2pp |
| Annual return | 7.81% | 9.24%-1.4pp | 14.59%-6.8pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,248 | $1,874-33.4% | $2,683-53.5% | $2,281-45.3% |
| Participant deferral / active EE | $4,583 | $2,374+93.0% | $3,096+48.0% | $3,203+43.1% |
| Admin fee / account holder | $156 | $2,594-94.0% | $3,141-95.0% | $4,296-96.4% |