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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,308 | $76,551-19.9% | $123,894-50.5% | $62,881-2.5% |
| Participation rate | 82.8% | 73.0%+9.8pp | 81.4%+1.3pp | 69.3%+13.5pp |
| Annual return | 10.29% | 18.68%-8.4pp | 47.52%-37.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,285 | $2,882-55.4% | $4,617-72.2% | $2,281-43.7% |
| Participant deferral / active EE | $5,317 | $4,840+9.9% | $5,984-11.2% | $3,203+66.0% |
| Admin fee / account holder | $196 | $4,826-95.9% | $8,357-97.7% | $4,296-95.4% |