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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,490 | $79,519-31.5% | $95,964-43.2% | $73,412-25.8% |
| Participation rate | 98.3% | 81.2%+17.1pp | 77.1%+21.2pp | 72.2%+26.1pp |
| Annual return | 14.03% | 19.20%-5.2pp | 91.64%-77.6pp | 59.30%-45.3pp |
| Employer contribution / active EE | $2,603 | $2,048+27.1% | $2,541+2.4% | $2,234+16.5% |
| Participant deferral / active EE | $3,076 | $4,138-25.7% | $4,167-26.2% | $3,806-19.2% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |