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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,469 | $76,551-57.6% | $123,894-73.8% | $62,881-48.4% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 23.13% | 18.68%+4.5pp | 47.52%-24.4pp | 20.14%+3.0pp |
| Employer contribution / active EE | $3,185 | $2,882+10.5% | $4,617-31.0% | $2,281+39.6% |
| Participant deferral / active EE | $4,839 | $4,8400% | $5,984-19.1% | $3,203+51.1% |
| Admin fee / account holder | $184 | $4,826-96.2% | $8,357-97.8% | $4,296-95.7% |