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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,103 | $112,729-70.6% | $98,716-66.5% | $137,256-75.9% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.3%+15.3pp | 80.0%+4.7pp |
| Annual return | 22.39% | 38.48%-16.1pp | 31.81%-9.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,813 | $2,725+3.2% | $2,279+23.4% | $4,156-32.3% |
| Participant deferral / active EE | $7,438 | $4,640+60.3% | $4,048+83.8% | $6,407+16.1% |
| Admin fee / account holder | $286 | $10,129-97.2% | $8,703-96.7% | $12,270-97.7% |