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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,607 | $70,486-26.8% | $100,528-48.7% | $79,852-35.4% |
| Participation rate | 77.8% | 73.6%+4.1pp | 79.4%-1.6pp | 69.6%+8.1pp |
| Annual return | 25.15% | 21.90%+3.3pp | 30.90%-5.7pp | 31.72%-6.6pp |
| Employer contribution / active EE | $3,554 | $2,165+64.2% | $3,419+4.0% | $2,471+43.8% |
| Participant deferral / active EE | $8,169 | $5,182+57.6% | $6,271+30.3% | $3,740+118.4% |
| Admin fee / account holder | $111 | $4,480-97.5% | $8,084-98.6% | $5,306-97.9% |