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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,412 | $99,345-51.3% | $84,753-42.9% | $273,972-82.3% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 10.64% | 22.93%-12.3pp | 22.78%-12.1pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,066 | $4,214-51.0% | $3,574-42.2% | $4,869-57.6% |
| Participant deferral / active EE | $7,307 | $4,270+71.1% | $3,712+96.8% | $5,287+38.2% |
| Admin fee / account holder | $38 | $6,645-99.4% | $5,333-99.3% | $10,133-99.6% |