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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,469 | $136,860-60.9% | $120,344-55.6% | $154,746-65.4% |
| Participation rate | 81.8% | 79.9%+1.9pp | 76.7%+5.1pp | 80.7%+1.1pp |
| Annual return | 24.33% | 21.38%+3.0pp | 20.30%+4.0pp | 172.34%-148.0pp |
| Employer contribution / active EE | $3,381 | $3,533-4.3% | $3,020+11.9% | $4,379-22.8% |
| Participant deferral / active EE | $11,378 | $5,793+96.4% | $5,135+121.6% | $6,730+69.1% |
| Admin fee / account holder | $57 | $15,393-99.6% | $12,742-99.6% | $14,365-99.6% |