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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,604 | $78,428-52.1% | $95,960-60.8% | $79,852-52.9% |
| Participation rate | 87.2% | 73.5%+13.7pp | 77.1%+10.1pp | 69.6%+17.5pp |
| Annual return | 18.98% | 19.37%-0.4pp | 91.63%-72.7pp | 31.72%-12.7pp |
| Employer contribution / active EE | $2,276 | $1,945+17.0% | $2,541-10.4% | $2,471-7.9% |
| Participant deferral / active EE | $3,381 | $3,440-1.7% | $4,167-18.9% | $3,740-9.6% |
| Admin fee / account holder | $144 | $5,622-97.4% | $6,797-97.9% | $5,306-97.3% |