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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,982 | $83,485-55.7% | $125,195-70.5% | $72,976-49.3% |
| Participation rate | 91.7% | 73.3%+18.4pp | 79.8%+11.9pp | 69.5%+22.2pp |
| Annual return | 22.92% | 25.77%-2.8pp | 43.79%-20.9pp | 81.02%-58.1pp |
| Employer contribution / active EE | $2,031 | $2,346-13.4% | $3,866-47.5% | $2,440-16.8% |
| Participant deferral / active EE | $2,632 | $3,586-26.6% | $4,937-46.7% | $3,608-27.1% |
| Admin fee / account holder | $291 | $5,518-94.7% | $9,704-97.0% | $5,124-94.3% |