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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,164 | $96,558-47.0% | $80,977-36.8% | $273,972-81.3% |
| Participation rate | 91.7% | 79.1%+12.6pp | 75.8%+15.9pp | 83.0%+8.7pp |
| Annual return | 7.03% | 15.14%-8.1pp | 17.11%-10.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,207 | $4,869-54.7% | $3,715-40.6% | $4,869-54.7% |
| Participant deferral / active EE | $5,498 | $6,598-16.7% | $5,696-3.5% | $5,287+4.0% |
| Admin fee / account holder | $208 | $7,493-97.2% | $5,517-96.2% | $10,133-97.9% |