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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,000 | $105,623+8.9% | $87,502+31.4% | $273,972-58.0% |
| Participation rate | 84.6% | 78.2%+6.4pp | 73.8%+10.8pp | 83.0%+1.6pp |
| Annual return | 1.29% | 12.26%-11.0pp | 12.21%-10.9pp | 41.46%-40.2pp |
| Employer contribution / active EE | $6,237 | $3,141+98.6% | $2,550+144.6% | $4,869+28.1% |
| Participant deferral / active EE | $2,672 | $3,601-25.8% | $3,149-15.2% | $5,287-49.5% |
| Admin fee / account holder | $62 | $4,781-98.7% | $4,221-98.5% | $10,133-99.4% |