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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,206 | $65,027-30.5% | $90,970-50.3% | $79,852-43.4% |
| Participation rate | 71.8% | 61.6%+10.2pp | 69.0%+2.8pp | 69.6%+2.2pp |
| Annual return | 32.06% | 30.45%+1.6pp | 134.58%-102.5pp | 31.72%+0.3pp |
| Employer contribution / active EE | $4,580 | $1,247+267.2% | $2,122+115.8% | $2,471+85.4% |
| Participant deferral / active EE | $1,492 | $2,512-40.6% | $3,373-55.8% | $3,740-60.1% |
| Admin fee / account holder | $168 | $4,535-96.3% | $5,960-97.2% | $5,306-96.8% |