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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,059 | $106,864-69.1% | $147,318-77.6% | $82,637-60.0% |
| Participation rate | 94.4% | 75.5%+18.9pp | 82.1%+12.4pp | 68.1%+26.4pp |
| Annual return | 20.01% | 27.49%-7.5pp | 70.43%-50.4pp | 53.51%-33.5pp |
| Employer contribution / active EE | $3,319 | $3,417-2.8% | $4,593-27.7% | $2,552+30.1% |
| Participant deferral / active EE | $5,227 | $6,496-19.5% | $7,906-33.9% | $4,126+26.7% |
| Admin fee / account holder | $294 | $8,415-96.5% | $13,708-97.9% | $7,339-96.0% |