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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,591 | $49,255-5.4% | $70,494-33.9% | $79,856-41.7% |
| Participation rate | 94.1% | 69.2%+25.0pp | 75.1%+19.1pp | 69.6%+24.5pp |
| Annual return | 17.74% | 30.10%-12.4pp | 109.16%-91.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,511 | $2,100+19.6% | $2,738-8.3% | $2,471+1.6% |
| Participant deferral / active EE | $6,099 | $2,768+120.3% | $3,711+64.4% | $3,741+63.0% |
| Admin fee / account holder | $34 | $2,879-98.8% | $3,848-99.1% | $5,306-99.4% |