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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,184 | $80,985-60.3% | $96,576-66.7% | $75,181-57.2% |
| Participation rate | 76.4% | 71.8%+4.6pp | 76.0%+0.4pp | 67.2%+9.2pp |
| Annual return | 18.97% | 27.05%-8.1pp | 25.87%-6.9pp | 160.69%-141.7pp |
| Employer contribution / active EE | $2,307 | $2,282+1.1% | $2,965-22.2% | $2,671-13.6% |
| Participant deferral / active EE | $4,738 | $3,929+20.6% | $4,851-2.3% | $4,126+14.8% |
| Admin fee / account holder | $178 | $6,719-97.4% | $8,253-97.8% | $5,650-96.9% |