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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,681 | $127,387-53.9% | $115,038-49.0% | $125,389-53.2% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | 3.20% | 31.28%-28.1pp | 26.14%-22.9pp | 282.24%-279.0pp |
| Employer contribution / active EE | $3,897 | $5,166-24.6% | $4,608-15.4% | $4,866-19.9% |
| Participant deferral / active EE | $5,251 | $6,423-18.2% | $6,026-12.9% | $5,352-1.9% |
| Admin fee / account holder | $235 | $9,516-97.5% | $8,175-97.1% | $9,541-97.5% |