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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,645 | $60,349-26.0% | $74,184-39.8% | $62,881-29.0% |
| Participation rate | 95.9% | 72.7%+23.2pp | 76.6%+19.3pp | 69.3%+26.6pp |
| Annual return | 5.21% | 21.38%-16.2pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,531 | $1,680+50.6% | $2,370+6.8% | $2,281+11.0% |
| Participant deferral / active EE | $5,040 | $2,856+76.4% | $3,550+42.0% | $3,203+57.4% |
| Admin fee / account holder | $223 | $4,261-94.8% | $5,586-96.0% | $4,296-94.8% |