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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,427 | $76,551-26.3% | $123,894-54.5% | $62,881-10.3% |
| Participation rate | 94.0% | 73.0%+21.0pp | 81.4%+12.6pp | 69.3%+24.7pp |
| Annual return | 10.52% | 18.68%-8.2pp | 47.52%-37.0pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,708 | $2,882-6.1% | $4,617-41.3% | $2,281+18.7% |
| Participant deferral / active EE | $6,231 | $4,840+28.7% | $5,984+4.1% | $3,203+94.5% |
| Admin fee / account holder | $22 | $4,826-99.5% | $8,357-99.7% | $4,296-99.5% |