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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,635 | $43,075+50.1% | $74,577-13.3% | $62,881+2.8% |
| Participation rate | 92.3% | 58.1%+34.3pp | 68.1%+24.2pp | 69.3%+23.0pp |
| Annual return | 13.54% | 17.50%-4.0pp | 20.47%-6.9pp | 20.14%-6.6pp |
| Employer contribution / active EE | $622 | $1,498-58.5% | $2,525-75.4% | $2,281-72.7% |
| Participant deferral / active EE | $8,136 | $2,389+240.5% | $3,458+135.3% | $3,203+154.0% |
| Admin fee / account holder | $273 | $2,840-90.4% | $4,138-93.4% | $4,296-93.6% |