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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,613 | $60,788-49.6% | $85,709-64.3% | $79,391-61.4% |
| Participation rate | 92.8% | 62.1%+30.6pp | 69.9%+22.9pp | 70.7%+22.0pp |
| Annual return | 16.31% | 16.57%-0.3pp | 21.49%-5.2pp | 116.88%-100.6pp |
| Employer contribution / active EE | $1,986 | $1,664+19.3% | $2,619-24.2% | $2,428-18.2% |
| Participant deferral / active EE | $3,778 | $2,920+29.4% | $3,924-3.7% | $4,046-6.6% |
| Admin fee / account holder | $36 | $439-91.9% | $6,876-99.5% | $627-94.3% |