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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,537 | $41,377-50.4% | $109,313-81.2% | $62,881-67.3% |
| Participation rate | 75.9% | 57.5%+18.3pp | 71.3%+4.6pp | 69.3%+6.6pp |
| Annual return | 9.17% | 11.05%-1.9pp | 22.07%-12.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,223 | $1,276+74.2% | $3,892-42.9% | $2,281-2.5% |
| Participant deferral / active EE | $4,305 | $2,045+110.5% | $3,166+36.0% | $3,203+34.4% |
| Admin fee / account holder | $4 | $2,884-99.9% | $5,666-99.9% | $4,296-99.9% |