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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,969 | $99,345-49.7% | $84,753-41.0% | $273,972-81.8% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 8.22% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.2pp |
| Employer contribution / active EE | $7,635 | $4,214+81.2% | $3,574+113.6% | $4,869+56.8% |
| Participant deferral / active EE | $3,693 | $4,270-13.5% | $3,712-0.5% | $5,287-30.2% |
| Admin fee / account holder | $16 | $6,645-99.8% | $5,333-99.7% | $10,133-99.8% |