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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,104 | $56,894-68.2% | $84,753-78.6% | $62,881-71.2% |
| Participation rate | 79.4% | 68.5%+10.9pp | 76.6%+2.8pp | 69.3%+10.1pp |
| Annual return | 4.86% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $5,113 | $2,400+113.1% | $3,574+43.0% | $2,281+124.2% |
| Participant deferral / active EE | $1,520 | $2,709-43.9% | $3,712-59.0% | $3,203-52.5% |
| Admin fee / account holder | $152 | $3,581-95.8% | $5,333-97.2% | $4,296-96.5% |