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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,139 | $86,701-31.8% | $73,309-19.3% | $125,389-52.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 74.9%+5.1pp | 83.2%-3.2pp |
| Annual return | 16.08% | 2.78%+13.3pp | 5.67%+10.4pp | 282.24%-266.2pp |
| Employer contribution / active EE | $1,473 | $4,152-64.5% | $3,237-54.5% | $4,866-69.7% |
| Participant deferral / active EE | $4,512 | $5,549-18.7% | $4,991-9.6% | $5,352-15.7% |
| Admin fee / account holder | $137 | $7,768-98.2% | $5,635-97.6% | $9,541-98.6% |