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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,147 | $153,311-54.2% | $109,313-35.8% | $273,972-74.4% |
| Participation rate | 90.9% | 80.1%+10.8pp | 71.3%+19.6pp | 83.0%+7.9pp |
| Annual return | 6.32% | 29.86%-23.5pp | 22.07%-15.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $4,275 | $5,619-23.9% | $3,892+9.8% | $4,869-12.2% |
| Participant deferral / active EE | $5,781 | $3,932+47.0% | $3,166+82.6% | $5,287+9.3% |
| Admin fee / account holder | $82 | $8,076-99.0% | $5,666-98.6% | $10,133-99.2% |