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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,131 | $153,311-81.7% | $109,313-74.3% | $273,972-89.7% |
| Participation rate | 90.0% | 80.1%+9.9pp | 71.3%+18.7pp | 83.0%+7.0pp |
| Annual return | 6.46% | 29.86%-23.4pp | 22.07%-15.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $850 | $5,619-84.9% | $3,892-78.2% | $4,869-82.6% |
| Participant deferral / active EE | $4,745 | $3,932+20.7% | $3,166+49.8% | $5,287-10.3% |
| Admin fee / account holder | $235 | $8,076-97.1% | $5,666-95.9% | $10,133-97.7% |