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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,780 | $147,594-61.5% | $121,871-53.4% | $198,609-71.4% |
| Participation rate | 90.0% | 78.0%+12.0pp | 73.2%+16.8pp | 82.4%+7.6pp |
| Annual return | 14.19% | 12.94%+1.2pp | 13.57%+0.6pp | 202.70%-188.5pp |
| Employer contribution / active EE | $2,272 | $3,007-24.4% | $2,731-16.8% | $5,055-55.1% |
| Participant deferral / active EE | $9,744 | $5,168+88.5% | $4,318+125.6% | $6,977+39.7% |
| Admin fee / account holder | $107 | $15,134-99.3% | $11,551-99.1% | $19,030-99.4% |