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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,606 | $96,558-43.4% | $80,977-32.6% | $273,972-80.1% |
| Participation rate | 91.7% | 79.1%+12.6pp | 75.8%+15.9pp | 83.0%+8.7pp |
| Annual return | 7.39% | 15.14%-7.8pp | 17.11%-9.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $6,594 | $4,869+35.4% | $3,715+77.5% | $4,869+35.4% |
| Participant deferral / active EE | $11,284 | $6,598+71.0% | $5,696+98.1% | $5,287+113.4% |
| Admin fee / account holder | $236 | $7,493-96.9% | $5,517-95.7% | $10,133-97.7% |