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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,844 | $67,602-36.6% | $82,312-47.9% | $70,126-38.9% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 19.65% | 21.57%-1.9pp | 25.88%-6.2pp | 73.15%-53.5pp |
| Employer contribution / active EE | $2,385 | $1,755+35.9% | $2,428-1.8% | $2,343+1.8% |
| Participant deferral / active EE | $4,611 | $2,987+54.4% | $3,706+24.4% | $3,332+38.4% |
| Admin fee / account holder | $273 | $4,512-93.9% | $5,608-95.1% | $4,645-94.1% |