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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,512 | $106,974-48.1% | $90,796-38.9% | $138,895-60.0% |
| Participation rate | 84.6% | 74.9%+9.7pp | 69.5%+15.1pp | 79.9%+4.7pp |
| Annual return | 19.57% | 20.10%-0.5pp | 19.29%+0.3pp | 145.39%-125.8pp |
| Employer contribution / active EE | $2,652 | $2,609+1.7% | $2,294+15.6% | $4,194-36.8% |
| Participant deferral / active EE | $7,631 | $4,455+71.3% | $3,822+99.7% | $6,396+19.3% |
| Admin fee / account holder | $267 | $8,626-96.9% | $7,024-96.2% | $12,562-97.9% |