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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,437 | $37,446+40.0% | $77,513-32.4% | $79,852-34.3% |
| Participation rate | 78.6% | 41.5%+37.0pp | 54.2%+24.4pp | 69.6%+8.9pp |
| Annual return | 15.57% | 39.76%-24.2pp | 54.81%-39.2pp | 31.72%-16.2pp |
| Employer contribution / active EE | $1,056 | $637+65.8% | $987+7.1% | $2,471-57.3% |
| Participant deferral / active EE | $2,406 | $1,261+90.8% | $1,861+29.3% | $3,740-35.7% |
| Admin fee / account holder | $295 | $2,506-88.2% | $2,859-89.7% | $5,306-94.4% |