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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,648 | $100,970-47.9% | $96,576-45.5% | $137,256-61.6% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 17.58% | 38.16%-20.6pp | 38.47%-20.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,814 | $3,809+0.1% | $3,553+7.3% | $4,156-8.2% |
| Participant deferral / active EE | $9,894 | $8,286+19.4% | $7,956+24.4% | $6,407+54.4% |
| Admin fee / account holder | $62 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |