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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,155 | $113,941-76.2% | $94,229-71.2% | $125,389-78.3% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | 12.71% | 5.29%+7.4pp | 10.68%+2.0pp | 282.24%-269.5pp |
| Employer contribution / active EE | $1,687 | $4,727-64.3% | $3,587-53.0% | $4,866-65.3% |
| Participant deferral / active EE | $5,488 | $5,179+6.0% | $4,320+27.0% | $5,352+2.6% |
| Admin fee / account holder | $209 | $8,392-97.5% | $6,269-96.7% | $9,541-97.8% |