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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,198 | $56,894-11.8% | $84,753-40.8% | $62,881-20.2% |
| Participation rate | 93.0% | 68.5%+24.4pp | 76.6%+16.4pp | 69.3%+23.7pp |
| Annual return | 12.18% | 6.30%+5.9pp | 22.78%-10.6pp | 20.14%-8.0pp |
| Employer contribution / active EE | $3,142 | $2,400+30.9% | $3,574-12.1% | $2,281+37.8% |
| Participant deferral / active EE | $3,558 | $2,709+31.3% | $3,712-4.2% | $3,203+11.1% |
| Admin fee / account holder | $141 | $3,581-96.1% | $5,333-97.4% | $4,296-96.7% |