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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,482 | $48,078+23.7% | $78,676-24.4% | $62,881-5.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 31.84% | 31.36%+0.5pp | 62.19%-30.3pp | 20.14%+11.7pp |
| Employer contribution / active EE | $2,020 | $2,015+0.3% | $2,850-29.1% | $2,281-11.4% |
| Participant deferral / active EE | $1,747 | $2,587-32.5% | $3,517-50.3% | $3,203-45.4% |
| Admin fee / account holder | $168 | $3,206-94.8% | $4,510-96.3% | $4,296-96.1% |