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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,885 | $56,287-46.9% | $80,977-63.1% | $62,881-52.5% |
| Participation rate | 94.7% | 68.9%+25.8pp | 75.8%+18.9pp | 69.3%+25.4pp |
| Annual return | 10.74% | 22.13%-11.4pp | 17.11%-6.4pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,714 | $1,943+39.7% | $3,715-26.9% | $2,281+19.0% |
| Participant deferral / active EE | $5,529 | $4,196+31.8% | $5,696-2.9% | $3,203+72.6% |
| Admin fee / account holder | $221 | $3,742-94.1% | $5,517-96.0% | $4,296-94.9% |