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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,373 | $32,037+94.7% | $69,182-9.8% | $62,881-0.8% |
| Participation rate | 85.4% | 43.4%+41.9pp | 55.1%+30.3pp | 69.3%+16.1pp |
| Annual return | 12.26% | 15.16%-2.9pp | -21.93%+34.2pp | 20.14%-7.9pp |
| Employer contribution / active EE | $999 | $679+47.0% | $1,206-17.2% | $2,281-56.2% |
| Participant deferral / active EE | $5,585 | $1,185+371.1% | $1,897+194.4% | $3,203+74.4% |
| Admin fee / account holder | $207 | $2,608-92.1% | $2,697-92.3% | $4,296-95.2% |