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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,472 | $96,558-44.6% | $80,977-34.0% | $273,972-80.5% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 5.66% | 15.14%-9.5pp | 17.11%-11.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $9,859 | $4,869+102.5% | $3,715+165.4% | $4,869+102.5% |
| Participant deferral / active EE | $8,016 | $6,598+21.5% | $5,696+40.7% | $5,287+51.6% |
| Admin fee / account holder | $20 | $7,493-99.7% | $5,517-99.6% | $10,133-99.8% |