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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,018 | $56,894-5.1% | $84,753-36.3% | $62,881-14.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.85% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,935 | $2,400-19.4% | $3,574-45.9% | $2,281-15.2% |
| Participant deferral / active EE | $4,943 | $2,709+82.4% | $3,712+33.2% | $3,203+54.3% |
| Admin fee / account holder | $247 | $3,581-93.1% | $5,333-95.4% | $4,296-94.2% |