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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,752 | $47,944+16.3% | $67,834-17.8% | $62,881-11.3% |
| Participation rate | 88.9% | 61.1%+27.8pp | 68.8%+20.1pp | 69.3%+19.6pp |
| Annual return | 17.18% | 11.77%+5.4pp | 138.47%-121.3pp | 20.14%-3.0pp |
| Employer contribution / active EE | $2,180 | $1,562+39.5% | $2,403-9.3% | $2,281-4.4% |
| Participant deferral / active EE | $3,354 | $2,247+49.3% | $3,160+6.1% | $3,203+4.7% |
| Admin fee / account holder | $258 | $3,712-93.1% | $4,622-94.4% | $4,296-94.0% |