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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,221 | $53,777-19.6% | $134,155-67.8% | $79,858-45.9% |
| Participation rate | 76.0% | 58.8%+17.2pp | 72.2%+3.8pp | 69.6%+6.4pp |
| Annual return | 14.54% | 19.01%-4.5pp | 36.34%-21.8pp | 31.72%-17.2pp |
| Employer contribution / active EE | $2,636 | $1,321+99.5% | $3,705-28.8% | $2,471+6.7% |
| Participant deferral / active EE | $5,437 | $2,420+124.7% | $3,500+55.4% | $3,740+45.4% |
| Admin fee / account holder | $229 | $3,984-94.3% | $6,685-96.6% | $5,306-95.7% |