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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,252 | $51,708+1.1% | $106,619-51.0% | $62,881-16.9% |
| Participation rate | 89.5% | 66.9%+22.6pp | 78.0%+11.5pp | 69.3%+20.2pp |
| Annual return | 8.52% | 4.69%+3.8pp | 9.42%-0.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,330 | $1,764-24.6% | $3,947-66.3% | $2,281-41.7% |
| Participant deferral / active EE | $2,770 | $2,315+19.6% | $3,930-29.5% | $3,203-13.5% |
| Admin fee / account holder | $174 | $3,349-94.8% | $6,418-97.3% | $4,296-96.0% |