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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,480 | $65,027-8.5% | $90,970-34.6% | $79,852-25.5% |
| Participation rate | 84.0% | 61.6%+22.4pp | 69.0%+15.0pp | 69.6%+14.4pp |
| Annual return | 17.77% | 30.45%-12.7pp | 134.58%-116.8pp | 31.72%-13.9pp |
| Employer contribution / active EE | $2,556 | $1,247+104.9% | $2,122+20.4% | $2,471+3.4% |
| Participant deferral / active EE | $4,234 | $2,512+68.5% | $3,373+25.5% | $3,740+13.2% |
| Admin fee / account holder | $184 | $4,535-95.9% | $5,960-96.9% | $5,306-96.5% |