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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,312 | $76,407-51.2% | $150,298-75.2% | $82,448-54.7% |
| Participation rate | 83.0% | 66.4%+16.6pp | 77.8%+5.3pp | 68.1%+15.0pp |
| Annual return | 21.26% | 39.99%-18.7pp | 62.79%-41.5pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,111 | $2,614-19.2% | $4,154-49.2% | $2,551-17.2% |
| Participant deferral / active EE | $4,403 | $3,214+37.0% | $5,453-19.2% | $4,139+6.4% |
| Admin fee / account holder | $134 | $6,352-97.9% | $14,116-99.0% | $7,234-98.1% |