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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,955 | $88,707+111.9% | $74,184+153.4% | $273,972-31.4% |
| Participation rate | 81.3% | 79.4%+1.8pp | 76.6%+4.6pp | 83.0%-1.8pp |
| Annual return | 5.55% | 11.94%-6.4pp | 17.74%-12.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,553 | $3,159-19.2% | $2,370+7.7% | $4,869-47.6% |
| Participant deferral / active EE | $7,212 | $4,212+71.2% | $3,550+103.2% | $5,287+36.4% |
| Admin fee / account holder | $235 | $8,717-97.3% | $5,586-95.8% | $10,133-97.7% |