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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,788 | $99,201-44.8% | $96,544-43.3% | $74,473-26.4% |
| Participation rate | 99.2% | 80.7%+18.5pp | 76.0%+23.2pp | 70.7%+28.4pp |
| Annual return | 23.93% | 22.40%+1.5pp | 25.88%-2.0pp | 34.36%-10.4pp |
| Employer contribution / active EE | $3,153 | $2,570+22.7% | $2,966+6.3% | $2,638+19.5% |
| Participant deferral / active EE | $3,603 | $4,938-27.0% | $4,851-25.7% | $4,530-20.5% |
| Admin fee / account holder | $0 | $225-100.0% | $8,254-100.0% | $347-100.0% |