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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,407 | $64,920-10.0% | $103,693-43.7% | $86,983-32.9% |
| Participation rate | 98.7% | 63.6%+35.1pp | 72.6%+26.1pp | 69.5%+29.2pp |
| Annual return | 11.89% | 30.29%-18.4pp | 47.61%-35.7pp | 25.83%-13.9pp |
| Employer contribution / active EE | $2,073 | $2,141-3.2% | $2,920-29.0% | $2,584-19.8% |
| Participant deferral / active EE | $3,206 | $3,241-1.1% | $4,579-30.0% | $4,194-23.5% |
| Admin fee / account holder | $45 | $6,191-99.3% | $7,858-99.4% | $7,856-99.4% |