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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,442 | $52,836+42.8% | $105,738-28.7% | $64,173+17.6% |
| Participation rate | 88.3% | 66.5%+21.8pp | 76.3%+12.0pp | 69.6%+18.8pp |
| Annual return | -5.79% | 14.30%-20.1pp | 6.27%-12.1pp | 7.63%-13.4pp |
| Employer contribution / active EE | $6,700 | $1,827+266.7% | $3,268+105.0% | $2,381+181.4% |
| Participant deferral / active EE | $3,842 | $2,545+50.9% | $4,080-5.8% | $3,470+10.7% |
| Admin fee / account holder | $184 | $3,959-95.4% | $6,913-97.3% | $4,887-96.2% |