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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,396 | $96,558-73.7% | $80,977-68.6% | $273,972-90.7% |
| Participation rate | 88.9% | 79.1%+9.8pp | 75.8%+13.1pp | 83.0%+5.9pp |
| Annual return | 8.11% | 15.14%-7.0pp | 17.11%-9.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,333 | $4,869-52.1% | $3,715-37.2% | $4,869-52.1% |
| Participant deferral / active EE | $7,651 | $6,598+16.0% | $5,696+34.3% | $5,287+44.7% |
| Admin fee / account holder | $102 | $7,493-98.6% | $5,517-98.2% | $10,133-99.0% |