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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,041 | $110,240-51.9% | $96,544-45.1% | $139,487-62.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.3pp | 80.3%+3.0pp |
| Annual return | 27.48% | 26.41%+1.1pp | 25.88%+1.6pp | 373.84%-346.4pp |
| Employer contribution / active EE | $1,429 | $3,622-60.6% | $2,966-51.8% | $4,755-70.0% |
| Participant deferral / active EE | $8,037 | $5,549+44.8% | $4,851+65.7% | $6,713+19.7% |
| Admin fee / account holder | $196 | $11,602-98.3% | $8,254-97.6% | $11,407-98.3% |