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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,445 | $76,551-51.1% | $123,894-69.8% | $62,881-40.5% |
| Participation rate | 85.2% | 73.0%+12.2pp | 81.4%+3.8pp | 69.3%+15.9pp |
| Annual return | 16.02% | 18.68%-2.7pp | 47.52%-31.5pp | 20.14%-4.1pp |
| Employer contribution / active EE | $3,893 | $2,882+35.0% | $4,617-15.7% | $2,281+70.7% |
| Participant deferral / active EE | $8,756 | $4,840+80.9% | $5,984+46.3% | $3,203+173.4% |
| Admin fee / account holder | $221 | $4,826-95.4% | $8,357-97.4% | $4,296-94.8% |