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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,852 | $73,955-38.0% | $96,520-52.5% | $75,181-39.0% |
| Participation rate | 88.5% | 66.4%+22.0pp | 74.3%+14.1pp | 67.2%+21.3pp |
| Annual return | 22.96% | 26.72%-3.8pp | 35.72%-12.8pp | 160.69%-137.7pp |
| Employer contribution / active EE | $2,668 | $2,930-9.0% | $3,739-28.7% | $2,671-0.1% |
| Participant deferral / active EE | $4,421 | $3,659+20.8% | $4,879-9.4% | $4,126+7.1% |
| Admin fee / account holder | $246 | $5,217-95.3% | $6,733-96.4% | $5,650-95.7% |