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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,629 | $126,661-64.0% | $113,397-59.8% | $138,895-67.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 25.23% | 25.05%+0.2pp | 23.20%+2.0pp | 145.39%-120.2pp |
| Employer contribution / active EE | $2,450 | $3,456-29.1% | $2,977-17.7% | $4,194-41.6% |
| Participant deferral / active EE | $12,370 | $5,693+117.3% | $5,076+143.7% | $6,396+93.4% |
| Admin fee / account holder | $67 | $14,549-99.5% | $11,957-99.4% | $12,562-99.5% |