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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,891 | $86,298-36.4% | $111,308-50.7% | $85,847-36.1% |
| Participation rate | 95.4% | 73.3%+22.0pp | 77.3%+18.1pp | 69.3%+26.1pp |
| Annual return | 17.00% | 19.99%-3.0pp | 54.67%-37.7pp | 318.61%-301.6pp |
| Employer contribution / active EE | $2,104 | $2,044+2.9% | $2,732-23.0% | $2,565-18.0% |
| Participant deferral / active EE | $4,282 | $3,641+17.6% | $4,487-4.6% | $3,952+8.3% |
| Admin fee / account holder | $221 | $8,189-97.3% | $7,965-97.2% | $6,261-96.5% |