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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,651 | $43,749-25.4% | $158,223-79.4% | $65,306-50.0% |
| Participation rate | 73.9% | 56.9%+17.0pp | 79.2%-5.3pp | 57.7%+16.2pp |
| Annual return | 14.09% | 19.41%-5.3pp | 52.09%-38.0pp | 21.94%-7.8pp |
| Employer contribution / active EE | $1,916 | $1,497+28.0% | $4,109-53.4% | $1,967-2.6% |
| Participant deferral / active EE | $2,762 | $2,019+36.8% | $5,467-49.5% | $2,959-6.7% |
| Admin fee / account holder | $78 | $1,930-96.0% | $16,047-99.5% | $3,480-97.8% |