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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,651 | $41,016-20.4% | $152,093-78.5% | $64,097-49.1% |
| Participation rate | 73.9% | 51.3%+22.6pp | 77.8%-3.9pp | 55.2%+18.7pp |
| Annual return | 14.09% | 39.60%-25.5pp | 66.36%-52.3pp | 34.64%-20.6pp |
| Employer contribution / active EE | $1,916 | $1,342+42.8% | $4,175-54.1% | $1,891+1.3% |
| Participant deferral / active EE | $2,762 | $1,927+43.3% | $5,451-49.3% | $3,080-10.3% |
| Admin fee / account holder | $78 | $2,305-96.6% | $14,497-99.5% | $3,454-97.8% |