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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,299 | $46,596-11.4% | $64,099-35.6% | $75,181-45.1% |
| Participation rate | 76.7% | 65.9%+10.7pp | 72.3%+4.4pp | 67.2%+9.5pp |
| Annual return | 18.08% | 26.04%-8.0pp | 33.70%-15.6pp | 160.69%-142.6pp |
| Employer contribution / active EE | $2,321 | $1,975+17.5% | $2,748-15.5% | $2,671-13.1% |
| Participant deferral / active EE | $4,065 | $2,837+43.3% | $3,881+4.7% | $4,126-1.5% |
| Admin fee / account holder | $279 | $2,954-90.5% | $3,070-90.9% | $5,650-95.1% |