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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,266 | $67,602-22.7% | $82,312-36.5% | $70,126-25.5% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.9%-1.1pp | 69.5%+6.2pp |
| Annual return | 16.13% | 21.57%-5.4pp | 25.88%-9.7pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,862 | $1,755+6.1% | $2,428-23.3% | $2,343-20.5% |
| Participant deferral / active EE | $4,714 | $2,987+57.8% | $3,706+27.2% | $3,332+41.5% |
| Admin fee / account holder | $188 | $4,512-95.8% | $5,608-96.7% | $4,645-96.0% |