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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,340 | $74,535-21.7% | $100,712-42.1% | $82,637-29.4% |
| Participation rate | 92.3% | 61.2%+31.1pp | 69.3%+23.0pp | 68.1%+24.3pp |
| Annual return | 14.81% | 18.92%-4.1pp | 33.27%-18.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $2,520 | $1,503+67.7% | $2,313+9.0% | $2,552-1.3% |
| Participant deferral / active EE | $5,573 | $3,074+81.3% | $4,085+36.4% | $4,126+35.1% |
| Admin fee / account holder | $10 | $6,576-99.8% | $9,256-99.9% | $7,339-99.9% |