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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,095 | $54,757-14.0% | $90,304-47.8% | $72,975-35.5% |
| Participation rate | 79.5% | 65.2%+14.3pp | 73.3%+6.2pp | 69.5%+10.0pp |
| Annual return | 18.91% | 30.63%-11.7pp | 78.13%-59.2pp | 81.01%-62.1pp |
| Employer contribution / active EE | $1,988 | $2,093-5.0% | $2,855-30.4% | $2,440-18.5% |
| Participant deferral / active EE | $3,513 | $2,887+21.7% | $3,885-9.6% | $3,608-2.6% |
| Admin fee / account holder | $32 | $3,973-99.2% | $5,354-99.4% | $5,124-99.4% |