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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,428 | $99,345-45.2% | $84,753-35.8% | $273,972-80.1% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 6.52% | 22.93%-16.4pp | 22.78%-16.3pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,021 | $4,214-52.0% | $3,574-43.4% | $4,869-58.5% |
| Participant deferral / active EE | $5,210 | $4,270+22.0% | $3,712+40.4% | $5,287-1.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |