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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,707 | $117,904-50.2% | $102,457-42.7% | $145,978-59.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 9.15% | 31.80%-22.6pp | 29.41%-20.3pp | 550.52%-541.4pp |
| Employer contribution / active EE | $2,175 | $3,613-39.8% | $3,022-28.0% | $4,662-53.3% |
| Participant deferral / active EE | $4,723 | $5,733-17.6% | $5,054-6.6% | $6,690-29.4% |
| Admin fee / account holder | $184 | $13,329-98.6% | $9,451-98.0% | $13,400-98.6% |