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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,376 | $76,551-25.0% | $123,894-53.7% | $62,881-8.8% |
| Participation rate | 92.6% | 73.0%+19.6pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 8.06% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,322 | $2,882+15.2% | $4,617-28.1% | $2,281+45.6% |
| Participant deferral / active EE | $5,367 | $4,840+10.9% | $5,984-10.3% | $3,203+67.6% |
| Admin fee / account holder | $223 | $4,826-95.4% | $8,357-97.3% | $4,296-94.8% |