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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,321 | $72,486-49.9% | $87,103-58.3% | $72,976-50.2% |
| Participation rate | 84.9% | 72.8%+12.1pp | 76.9%+8.0pp | 69.5%+15.4pp |
| Annual return | 28.95% | 24.46%+4.5pp | 28.19%+0.8pp | 81.02%-52.1pp |
| Employer contribution / active EE | $1,663 | $1,894-12.2% | $2,521-34.1% | $2,440-31.9% |
| Participant deferral / active EE | $3,511 | $3,270+7.4% | $4,049-13.3% | $3,608-2.7% |
| Admin fee / account holder | $189 | $5,055-96.3% | $7,491-97.5% | $5,124-96.3% |