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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,562 | $254,759-78.2% | $216,567-74.3% | $198,609-72.0% |
| Participation rate | 92.9% | 84.5%+8.3pp | 81.6%+11.2pp | 82.4%+10.5pp |
| Annual return | 22.09% | 10.04%+12.0pp | 12.94%+9.1pp | 202.70%-180.6pp |
| Employer contribution / active EE | $4,709 | $6,096-22.8% | $5,216-9.7% | $5,055-6.8% |
| Participant deferral / active EE | $3,928 | $6,948-43.5% | $6,191-36.6% | $6,977-43.7% |
| Admin fee / account holder | $187 | $26,311-99.3% | $21,981-99.1% | $19,030-99.0% |