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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,994 | $56,894-61.3% | $84,753-74.0% | $62,881-65.0% |
| Participation rate | 92.3% | 68.5%+23.8pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 22.05% | 6.30%+15.7pp | 22.78%-0.7pp | 20.14%+1.9pp |
| Employer contribution / active EE | $2,673 | $2,400+11.4% | $3,574-25.2% | $2,281+17.2% |
| Participant deferral / active EE | $4,354 | $2,709+60.7% | $3,712+17.3% | $3,203+35.9% |
| Admin fee / account holder | $132 | $3,581-96.3% | $5,333-97.5% | $4,296-96.9% |