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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,817 | $40,275+31.1% | $57,356-7.9% | $59,633-11.4% |
| Participation rate | 84.5% | 69.1%+15.3pp | 75.1%+9.4pp | 68.7%+15.8pp |
| Annual return | 2.84% | 27.52%-24.7pp | 24.41%-21.6pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,849 | $2,400+18.7% | $3,162-9.9% | $3,192-10.7% |
| Admin fee / account holder | $182 | $2,820-93.5% | $3,357-94.6% | $4,297-95.8% |