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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,696 | $31,109+21.2% | $67,711-44.3% | $52,331-28.0% |
| Participation rate | 78.1% | 54.0%+24.1pp | 67.5%+10.6pp | 68.1%+10.0pp |
| Annual return | 9.13% | 23.70%-14.6pp | 25.41%-16.3pp | 4.54%+4.6pp |
| Employer contribution / active EE | $1,434 | $1,076+33.3% | $2,559-44.0% | $1,882-23.8% |
| Participant deferral / active EE | $2,612 | $1,970+32.6% | $3,585-27.1% | $3,022-13.6% |
| Admin fee / account holder | $225 | $466-51.7% | $4,255-94.7% | $592-61.9% |