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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,554 | $54,763-2.2% | $90,324-40.7% | $72,976-26.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.48% | 30.63%-7.2pp | 78.15%-54.7pp | 81.02%-57.5pp |
| Employer contribution / active EE | $958 | $2,093-54.2% | $2,856-66.4% | $2,440-60.7% |
| Participant deferral / active EE | $6,260 | $2,887+116.8% | $3,885+61.1% | $3,608+73.5% |
| Admin fee / account holder | $175 | $3,973-95.6% | $5,356-96.7% | $5,124-96.6% |