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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,650 | $93,064-38.1% | $74,577-22.7% | $273,972-79.0% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 8.90% | 26.18%-17.3pp | 20.47%-11.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $10,462 | $3,160+231.1% | $2,525+314.3% | $4,869+114.9% |
| Participant deferral / active EE | $7,368 | $4,160+77.1% | $3,458+113.1% | $5,287+39.4% |
| Admin fee / account holder | $26 | $5,273-99.5% | $4,138-99.4% | $10,133-99.7% |