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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,867 | $81,504-33.9% | $102,437-47.4% | $80,959-33.5% |
| Participation rate | 71.4% | 66.9%+4.6pp | 74.5%-3.1pp | 67.7%+3.8pp |
| Annual return | 15.34% | 25.60%-10.3pp | 24.95%-9.6pp | 35.67%-20.3pp |
| Employer contribution / active EE | $5,601 | $3,104+80.5% | $3,871+44.7% | $2,757+103.1% |
| Participant deferral / active EE | $2,342 | $3,871-39.5% | $5,060-53.7% | $4,300-45.5% |
| Admin fee / account holder | $154 | $6,719-97.7% | $8,388-98.2% | $6,925-97.8% |