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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,006 | $75,720-49.8% | $90,312-57.9% | $86,983-56.3% |
| Participation rate | 88.9% | 66.3%+22.6pp | 72.9%+16.0pp | 69.5%+19.3pp |
| Annual return | 15.90% | 18.55%-2.7pp | 18.90%-3.0pp | 25.83%-9.9pp |
| Employer contribution / active EE | $3,197 | $1,945+64.4% | $2,243+42.6% | $2,584+23.7% |
| Participant deferral / active EE | $6,893 | $3,001+129.7% | $3,749+83.9% | $4,194+64.4% |
| Admin fee / account holder | $242 | $6,201-96.1% | $8,248-97.1% | $7,856-96.9% |