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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,743 | $99,345-49.9% | $84,753-41.3% | $273,972-81.8% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 9.01% | 22.93%-13.9pp | 22.78%-13.8pp | 41.46%-32.4pp |
| Employer contribution / active EE | $3,618 | $4,214-14.2% | $3,574+1.2% | $4,869-25.7% |
| Participant deferral / active EE | $7,451 | $4,270+74.5% | $3,712+100.7% | $5,287+40.9% |
| Admin fee / account holder | $49 | $6,645-99.3% | $5,333-99.1% | $10,133-99.5% |