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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,682 | $49,693-38.3% | $70,544-56.5% | $74,460-58.8% |
| Participation rate | 94.9% | 64.7%+30.3pp | 68.4%+26.6pp | 70.7%+24.2pp |
| Annual return | 16.99% | 21.22%-4.2pp | 32.79%-15.8pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,156 | $1,773+21.6% | $2,976-27.5% | $2,638-18.3% |
| Participant deferral / active EE | $3,736 | $3,376+10.7% | $4,568-18.2% | $4,530-17.5% |
| Admin fee / account holder | $27 | $316-91.6% | $6,427-99.6% | $348-92.3% |