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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,525 | $65,712-61.2% | $57,196-55.4% | $273,972-90.7% |
| Participation rate | 94.4% | 78.3%+16.1pp | 75.3%+19.1pp | 83.0%+11.4pp |
| Annual return | 6.87% | 22.01%-15.1pp | 14.59%-7.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $3,205 | $3,280-2.3% | $2,683+19.5% | $4,869-34.2% |
| Participant deferral / active EE | $5,702 | $3,782+50.8% | $3,096+84.2% | $5,287+7.9% |
| Admin fee / account holder | $222 | $4,838-95.4% | $3,141-92.9% | $10,133-97.8% |