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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,635 | $86,050-40.0% | $189,758-72.8% | $94,015-45.1% |
| Participation rate | 96.0% | 68.9%+27.1pp | 79.8%+16.2pp | 70.8%+25.2pp |
| Annual return | 18.96% | 17.77%+1.2pp | 52.62%-33.7pp | 17.84%+1.1pp |
| Employer contribution / active EE | $2,445 | $2,819-13.3% | $4,767-48.7% | $2,790-12.4% |
| Participant deferral / active EE | $3,582 | $3,349+7.0% | $5,856-38.8% | $4,249-15.7% |
| Admin fee / account holder | $257 | $6,627-96.1% | $20,388-98.7% | $8,951-97.1% |