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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,589 | $153,311-68.3% | $109,313-55.6% | $273,972-82.3% |
| Participation rate | 80.0% | 80.1%-0.1pp | 71.3%+8.7pp | 83.0%-3.0pp |
| Annual return | 20.22% | 29.86%-9.6pp | 22.07%-1.9pp | 41.46%-21.2pp |
| Employer contribution / active EE | $707 | $5,619-87.4% | $3,892-81.8% | $4,869-85.5% |
| Participant deferral / active EE | $7,426 | $3,932+88.8% | $3,166+134.5% | $5,287+40.4% |
| Admin fee / account holder | $262 | $8,076-96.8% | $5,666-95.4% | $10,133-97.4% |