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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,676 | $72,273-32.6% | $101,275-51.9% | $79,856-39.0% |
| Participation rate | 86.2% | 68.5%+17.7pp | 75.8%+10.4pp | 69.6%+16.6pp |
| Annual return | 17.93% | 22.30%-4.4pp | 46.48%-28.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,261 | $2,691-16.0% | $3,660-38.2% | $2,471-8.5% |
| Participant deferral / active EE | $6,442 | $3,282+96.3% | $4,371+47.4% | $3,741+72.2% |
| Admin fee / account holder | $226 | $4,401-94.9% | $5,948-96.2% | $5,306-95.7% |