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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,438 | $111,814-47.7% | $103,378-43.5% | $145,978-60.0% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 17.84% | 24.80%-7.0pp | 24.91%-7.1pp | 550.52%-532.7pp |
| Employer contribution / active EE | $2,257 | $4,215-46.5% | $3,870-41.7% | $4,662-51.6% |
| Participant deferral / active EE | $6,651 | $5,618+18.4% | $5,058+31.5% | $6,690-0.6% |
| Admin fee / account holder | $95 | $9,764-99.0% | $8,401-98.9% | $13,400-99.3% |