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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,252 | $93,064-34.2% | $74,577-17.9% | $273,972-77.6% |
| Participation rate | 78.3% | 74.9%+3.3pp | 68.1%+10.1pp | 83.0%-4.8pp |
| Annual return | 10.89% | 26.18%-15.3pp | 20.47%-9.6pp | 41.46%-30.6pp |
| Employer contribution / active EE | $2,225 | $3,160-29.6% | $2,525-11.9% | $4,869-54.3% |
| Participant deferral / active EE | $4,389 | $4,160+5.5% | $3,458+26.9% | $5,287-17.0% |
| Admin fee / account holder | $22 | $5,273-99.6% | $4,138-99.5% | $10,133-99.8% |