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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,728 | $108,825-58.9% | $156,181-71.4% | $82,448-45.7% |
| Participation rate | 80.8% | 72.4%+8.4pp | 78.8%+1.9pp | 68.1%+12.7pp |
| Annual return | 20.88% | 20.59%+0.3pp | 64.87%-44.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $2,264 | $2,870-21.1% | $4,294-47.3% | $2,551-11.3% |
| Participant deferral / active EE | $3,580 | $4,577-21.8% | $6,132-41.6% | $4,139-13.5% |
| Admin fee / account holder | $11 | $9,341-99.9% | $14,586-99.9% | $7,234-99.8% |