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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,780 | $102,245-44.5% | $89,340-36.4% | $137,256-58.6% |
| Participation rate | 90.0% | 74.9%+15.1pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 14.19% | 21.89%-7.7pp | 20.57%-6.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,272 | $2,529-10.2% | $2,231+1.8% | $4,156-45.3% |
| Participant deferral / active EE | $9,744 | $4,436+119.6% | $3,823+154.9% | $6,407+52.1% |
| Admin fee / account holder | $107 | $8,085-98.7% | $6,704-98.4% | $12,270-99.1% |