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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,309 | $52,580-42.4% | $71,671-57.7% | $70,126-56.8% |
| Participation rate | 92.3% | 60.9%+31.4pp | 68.7%+23.6pp | 69.5%+22.8pp |
| Annual return | 17.64% | 20.25%-2.6pp | 20.65%-3.0pp | 73.15%-55.5pp |
| Employer contribution / active EE | $5,807 | $1,616+259.4% | $2,460+136.1% | $2,343+147.9% |
| Participant deferral / active EE | $3,157 | $2,386+32.3% | $3,438-8.2% | $3,332-5.3% |
| Admin fee / account holder | $287 | $3,653-92.1% | $5,558-94.8% | $4,645-93.8% |