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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,586 | $124,425-71.4% | $112,040-68.2% | $137,256-74.1% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 12.34% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,240 | $3,411-34.3% | $2,954-24.2% | $4,156-46.1% |
| Participant deferral / active EE | $6,188 | $5,718+8.2% | $5,098+21.4% | $6,407-3.4% |
| Admin fee / account holder | $287 | $15,207-98.1% | $12,098-97.6% | $12,270-97.7% |