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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,340 | $73,787-20.9% | $98,716-40.9% | $82,448-29.2% |
| Participation rate | 92.3% | 61.4%+30.9pp | 69.3%+23.0pp | 68.1%+24.2pp |
| Annual return | 14.81% | 18.57%-3.8pp | 31.81%-17.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,520 | $1,511+66.7% | $2,279+10.6% | $2,551-1.2% |
| Participant deferral / active EE | $5,573 | $3,081+80.8% | $4,048+37.7% | $4,139+34.6% |
| Admin fee / account holder | $10 | $6,500-99.8% | $8,703-99.9% | $7,234-99.9% |