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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,242 | $138,312-60.1% | $122,979-55.1% | $155,188-64.4% |
| Participation rate | 82.4% | 80.2%+2.2pp | 77.2%+5.2pp | 80.8%+1.5pp |
| Annual return | 21.97% | 22.06%-0.1pp | 20.12%+1.9pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,307 | $3,530-63.0% | $3,062-57.3% | $4,248-69.2% |
| Participant deferral / active EE | $4,533 | $5,592-18.9% | $5,003-9.4% | $6,531-30.6% |
| Admin fee / account holder | $117 | $15,089-99.2% | $12,864-99.1% | $14,480-99.2% |