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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,092 | $118,496-50.1% | $98,461-40.0% | $139,466-57.6% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 23.36% | 18.96%+4.4pp | 21.17%+2.2pp | 373.66%-350.3pp |
| Employer contribution / active EE | $2,320 | $3,611-35.8% | $3,049-23.9% | $4,754-51.2% |
| Participant deferral / active EE | $7,627 | $5,393+41.4% | $4,738+61.0% | $6,712+13.6% |
| Admin fee / account holder | $19 | $14,056-99.9% | $8,961-99.8% | $11,409-99.8% |