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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,863 | $45,079-47.1% | $69,461-65.6% | $72,983-67.3% |
| Participation rate | 75.0% | 68.5%+6.5pp | 74.6%+0.4pp | 69.5%+5.5pp |
| Annual return | 32.69% | 22.65%+10.0pp | 28.97%+3.7pp | 81.01%-48.3pp |
| Employer contribution / active EE | $2,224 | $2,055+8.2% | $2,779-20.0% | $2,440-8.9% |
| Participant deferral / active EE | $4,473 | $2,603+71.9% | $3,536+26.5% | $3,608+24.0% |
| Admin fee / account holder | $229 | $3,056-92.5% | $3,840-94.0% | $5,124-95.5% |