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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,052 | $39,132+40.7% | $57,196-3.7% | $62,881-12.5% |
| Participation rate | 96.2% | 70.5%+25.7pp | 75.3%+20.8pp | 69.3%+26.8pp |
| Annual return | 5.31% | 9.24%-3.9pp | 14.59%-9.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $11,599 | $1,874+519.0% | $2,683+332.3% | $2,281+408.5% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $110 | $2,594-95.7% | $3,141-96.5% | $4,296-97.4% |