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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,603 | $99,345-80.3% | $84,753-76.9% | $273,972-92.8% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 7.88% | 22.93%-15.1pp | 22.78%-14.9pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,659 | $4,214-36.9% | $3,574-25.6% | $4,869-45.4% |
| Participant deferral / active EE | $5,338 | $4,270+25.0% | $3,712+43.8% | $5,287+1.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |