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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,512 | $99,380-44.1% | $90,312-38.5% | $155,188-64.2% |
| Participation rate | 84.6% | 77.3%+7.3pp | 72.9%+11.7pp | 80.8%+3.8pp |
| Annual return | 19.57% | 19.35%+0.2pp | 18.90%+0.7pp | 148.84%-129.3pp |
| Employer contribution / active EE | $2,652 | $2,390+11.0% | $2,243+18.3% | $4,248-37.6% |
| Participant deferral / active EE | $7,631 | $4,212+81.2% | $3,749+103.5% | $6,531+16.8% |
| Admin fee / account holder | $267 | $9,766-97.3% | $8,248-96.8% | $14,480-98.2% |