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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,775 | $106,749-55.2% | $145,433-67.1% | $82,448-42.1% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 28.20% | 27.59%+0.6pp | 66.58%-38.4pp | 41.64%-13.4pp |
| Employer contribution / active EE | $2,806 | $3,444-18.5% | $4,554-38.4% | $2,551+10.0% |
| Participant deferral / active EE | $6,996 | $6,519+7.3% | $7,897-11.4% | $4,139+69.0% |
| Admin fee / account holder | $281 | $8,390-96.7% | $13,129-97.9% | $7,234-96.1% |