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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,538 | $73,978-56.0% | $96,515-66.3% | $75,173-56.7% |
| Participation rate | 87.0% | 66.4%+20.5pp | 74.3%+12.6pp | 67.2%+19.8pp |
| Annual return | 17.82% | 26.72%-8.9pp | 35.73%-17.9pp | 160.72%-142.9pp |
| Employer contribution / active EE | $2,083 | $2,931-28.9% | $3,740-44.3% | $2,671-22.0% |
| Participant deferral / active EE | $4,025 | $3,660+10.0% | $4,880-17.5% | $4,126-2.5% |
| Admin fee / account holder | $225 | $5,219-95.7% | $6,735-96.7% | $5,651-96.0% |