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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,035 | $138,386-62.4% | $184,260-71.8% | $80,935-35.7% |
| Participation rate | 85.2% | 83.9%+1.3pp | 86.8%-1.6pp | 67.7%+17.5pp |
| Annual return | 26.16% | 20.02%+6.1pp | 28.84%-2.7pp | 35.66%-9.5pp |
| Employer contribution / active EE | $2,835 | $4,851-41.6% | $6,427-55.9% | $2,757+2.8% |
| Participant deferral / active EE | $6,107 | $7,076-13.7% | $9,133-33.1% | $4,299+42.0% |
| Admin fee / account holder | $154 | $10,489-98.5% | $13,898-98.9% | $6,924-97.8% |