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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,685 | $65,712-42.7% | $57,196-34.1% | $273,972-86.2% |
| Participation rate | 92.3% | 78.3%+14.0pp | 75.3%+17.0pp | 83.0%+9.3pp |
| Annual return | 2.53% | 22.01%-19.5pp | 14.59%-12.1pp | 41.46%-38.9pp |
| Employer contribution / active EE | $1,591 | $3,280-51.5% | $2,683-40.7% | $4,869-67.3% |
| Participant deferral / active EE | $1,325 | $3,782-65.0% | $3,096-57.2% | $5,287-74.9% |
| Admin fee / account holder | $85 | $4,838-98.3% | $3,141-97.3% | $10,133-99.2% |