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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,735 | $88,707+152.2% | $74,184+201.6% | $273,972-18.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 6.17% | 11.94%-5.8pp | 17.74%-11.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,399 | $3,159-24.1% | $2,370+1.2% | $4,869-50.7% |
| Participant deferral / active EE | $8,048 | $4,212+91.1% | $3,550+126.7% | $5,287+52.2% |
| Admin fee / account holder | $36 | $8,717-99.6% | $5,586-99.3% | $10,133-99.6% |