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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,747 | $77,814-55.3% | $158,223-78.0% | $86,983-60.1% |
| Participation rate | 92.3% | 68.4%+23.9pp | 79.2%+13.1pp | 69.5%+22.8pp |
| Annual return | 23.98% | 30.54%-6.6pp | 52.09%-28.1pp | 25.83%-1.9pp |
| Employer contribution / active EE | $2,450 | $2,592-5.5% | $4,109-40.4% | $2,584-5.2% |
| Participant deferral / active EE | $6,095 | $3,270+86.4% | $5,467+11.5% | $4,194+45.3% |
| Admin fee / account holder | $145 | $5,879-97.5% | $16,047-99.1% | $7,856-98.2% |