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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,532 | $60,349-14.6% | $74,184-30.5% | $62,881-18.0% |
| Participation rate | 97.8% | 72.7%+25.1pp | 76.6%+21.2pp | 69.3%+28.5pp |
| Annual return | 10.55% | 21.38%-10.8pp | 17.74%-7.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,576 | $1,680+53.3% | $2,370+8.7% | $2,281+13.0% |
| Participant deferral / active EE | $5,016 | $2,856+75.6% | $3,550+41.3% | $3,203+56.6% |
| Admin fee / account holder | $192 | $4,261-95.5% | $5,586-96.6% | $4,296-95.5% |