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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,879 | $113,941-43.1% | $94,228-31.1% | $125,388-48.3% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | 9.61% | 5.29%+4.3pp | 10.68%-1.1pp | 282.24%-272.6pp |
| Employer contribution / active EE | $2,357 | $4,727-50.1% | $3,587-34.3% | $4,866-51.6% |
| Participant deferral / active EE | $3,150 | $5,179-39.2% | $4,320-27.1% | $5,352-41.1% |
| Admin fee / account holder | $37 | $8,392-99.6% | $6,269-99.4% | $9,541-99.6% |