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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,263 | $108,825-47.4% | $156,181-63.3% | $82,448-30.5% |
| Participation rate | 95.1% | 72.4%+22.8pp | 78.8%+16.3pp | 68.1%+27.1pp |
| Annual return | 18.56% | 20.59%-2.0pp | 64.87%-46.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,819 | $2,870-1.8% | $4,294-34.4% | $2,551+10.5% |
| Participant deferral / active EE | $4,893 | $4,577+6.9% | $6,132-20.2% | $4,139+18.2% |
| Admin fee / account holder | $177 | $9,341-98.1% | $14,586-98.8% | $7,234-97.6% |