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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,932 | $105,623-33.8% | $87,502-20.1% | $273,972-74.5% |
| Participation rate | 91.7% | 78.2%+13.5pp | 73.8%+17.8pp | 83.0%+8.7pp |
| Annual return | 4.47% | 12.26%-7.8pp | 12.21%-7.7pp | 41.46%-37.0pp |
| Employer contribution / active EE | $3,561 | $3,141+13.4% | $2,550+39.7% | $4,869-26.9% |
| Participant deferral / active EE | $7,419 | $3,601+106.1% | $3,149+135.6% | $5,287+40.3% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |