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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,690 | $67,602-38.3% | $82,312-49.4% | $70,126-40.5% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 19.63% | 21.57%-1.9pp | 25.88%-6.2pp | 73.15%-53.5pp |
| Employer contribution / active EE | $6,021 | $1,755+243.1% | $2,428+148.0% | $2,343+157.1% |
| Participant deferral / active EE | $3,718 | $2,987+24.5% | $3,706+0.3% | $3,332+11.6% |
| Admin fee / account holder | $294 | $4,512-93.5% | $5,608-94.8% | $4,645-93.7% |