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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,352 | $72,272-34.5% | $101,264-53.2% | $79,858-40.7% |
| Participation rate | 84.8% | 68.5%+16.4pp | 75.8%+9.0pp | 69.6%+15.2pp |
| Annual return | 22.97% | 22.30%+0.7pp | 46.48%-23.5pp | 31.72%-8.7pp |
| Employer contribution / active EE | $2,192 | $2,692-18.6% | $3,660-40.1% | $2,471-11.3% |
| Participant deferral / active EE | $5,456 | $3,282+66.3% | $4,370+24.8% | $3,740+45.9% |
| Admin fee / account holder | $242 | $4,401-94.5% | $5,947-95.9% | $5,306-95.4% |