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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,090 | $39,132-18.0% | $57,196-43.9% | $62,881-49.0% |
| Participation rate | 80.8% | 70.5%+10.3pp | 75.3%+5.4pp | 69.3%+11.5pp |
| Annual return | 10.70% | 9.24%+1.5pp | 14.59%-3.9pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,127 | $1,874+13.5% | $2,683-20.7% | $2,281-6.7% |
| Participant deferral / active EE | $5,566 | $2,374+134.4% | $3,096+79.8% | $3,203+73.8% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |