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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,165 | $70,002-26.9% | $115,038-55.5% | $52,331-2.2% |
| Participation rate | 86.0% | 72.1%+13.9pp | 81.4%+4.7pp | 68.1%+17.9pp |
| Annual return | 25.49% | 4.04%+21.5pp | 26.14%-0.7pp | 4.54%+20.9pp |
| Employer contribution / active EE | $2,600 | $2,715-4.2% | $4,608-43.6% | $1,882+38.2% |
| Participant deferral / active EE | $9,871 | $4,920+100.6% | $6,026+63.8% | $3,022+226.6% |
| Admin fee / account holder | $20 | $566-96.5% | $8,175-99.8% | $592-96.7% |