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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,576 | $87,546-18.2% | $75,784-5.6% | $125,389-42.9% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | 1.37% | 13.49%-12.1pp | 9.68%-8.3pp | 282.24%-280.9pp |
| Employer contribution / active EE | $7,222 | $3,930+83.7% | $3,323+117.3% | $4,866+48.4% |
| Participant deferral / active EE | $5,351 | $4,230+26.5% | $3,652+46.5% | $5,3520% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |