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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,244 | $54,757-2.8% | $90,304-41.0% | $72,975-27.0% |
| Participation rate | 94.7% | 65.2%+29.6pp | 73.3%+21.5pp | 69.5%+25.2pp |
| Annual return | 27.57% | 30.63%-3.1pp | 78.13%-50.6pp | 81.01%-53.4pp |
| Employer contribution / active EE | $1,539 | $2,093-26.5% | $2,855-46.1% | $2,440-36.9% |
| Participant deferral / active EE | $3,299 | $2,887+14.3% | $3,885-15.1% | $3,608-8.6% |
| Admin fee / account holder | $67 | $3,973-98.3% | $5,354-98.7% | $5,124-98.7% |