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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,554 | $132,310-59.5% | $105,754-49.4% | $273,972-80.5% |
| Participation rate | 90.9% | 83.2%+7.7pp | 78.9%+12.0pp | 83.0%+7.9pp |
| Annual return | 5.09% | 10.08%-5.0pp | 12.25%-7.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $2,373 | $4,867-51.2% | $4,079-41.8% | $4,869-51.3% |
| Participant deferral / active EE | $4,041 | $6,233-35.2% | $5,326-24.1% | $5,287-23.6% |
| Admin fee / account holder | $249 | $12,036-97.9% | $8,309-97.0% | $10,133-97.5% |