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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,266 | $43,338+27.5% | $59,887-7.7% | $64,173-13.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 14.18% | -1.55%+15.7pp | 3.46%+10.7pp | 7.63%+6.5pp |
| Employer contribution / active EE | $1,657 | $2,030-18.4% | $2,722-39.1% | $2,381-30.4% |
| Participant deferral / active EE | $1,769 | $2,547-30.6% | $3,402-48.0% | $3,470-49.0% |
| Admin fee / account holder | $137 | $3,007-95.4% | $3,591-96.2% | $4,887-97.2% |