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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,780 | $103,164-45.0% | $90,259-37.1% | $154,746-63.3% |
| Participation rate | 90.0% | 76.1%+13.9pp | 70.7%+19.3pp | 80.7%+9.3pp |
| Annual return | 14.19% | 19.25%-5.1pp | 18.88%-4.7pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,272 | $2,532-10.3% | $2,291-0.8% | $4,379-48.1% |
| Participant deferral / active EE | $9,744 | $4,422+120.4% | $3,827+154.6% | $6,730+44.8% |
| Admin fee / account holder | $107 | $8,593-98.8% | $7,267-98.5% | $14,365-99.3% |