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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,006 | $69,273-45.1% | $90,796-58.1% | $82,637-54.0% |
| Participation rate | 88.9% | 64.0%+24.9pp | 69.5%+19.4pp | 68.1%+20.8pp |
| Annual return | 15.90% | 18.37%-2.5pp | 19.29%-3.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $3,197 | $1,865+71.4% | $2,294+39.4% | $2,552+25.3% |
| Participant deferral / active EE | $6,893 | $3,047+126.2% | $3,822+80.4% | $4,126+67.1% |
| Admin fee / account holder | $242 | $5,511-95.6% | $7,024-96.6% | $7,339-96.7% |