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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,553 | $64,359-46.3% | $90,161-61.7% | $70,126-50.7% |
| Participation rate | 92.9% | 70.4%+22.4pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 22.02% | 28.13%-6.1pp | 34.89%-12.9pp | 73.15%-51.1pp |
| Employer contribution / active EE | $3,377 | $2,046+65.1% | $3,318+1.8% | $2,343+44.1% |
| Participant deferral / active EE | $7,299 | $4,389+66.3% | $5,287+38.1% | $3,332+119.1% |
| Admin fee / account holder | $129 | $3,945-96.7% | $5,943-97.8% | $4,645-97.2% |