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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,989 | $99,994-40.0% | $146,643-59.1% | $85,847-30.1% |
| Participation rate | 71.4% | 73.1%-1.6pp | 80.1%-8.6pp | 69.3%+2.1pp |
| Annual return | 16.24% | 18.93%-2.7pp | 22.75%-6.5pp | 318.61%-302.4pp |
| Employer contribution / active EE | $2,599 | $2,559+1.6% | $4,137-37.2% | $2,565+1.3% |
| Participant deferral / active EE | $4,768 | $4,006+19.0% | $5,506-13.4% | $3,952+20.6% |
| Admin fee / account holder | $255 | $7,703-96.7% | $10,280-97.5% | $6,261-95.9% |