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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,893 | $45,082+32.9% | $69,464-13.8% | $72,975-17.9% |
| Participation rate | 98.6% | 68.5%+30.1pp | 74.6%+24.0pp | 69.5%+29.1pp |
| Annual return | 15.63% | 22.66%-7.0pp | 28.98%-13.3pp | 81.01%-65.4pp |
| Employer contribution / active EE | $1,858 | $2,055-9.6% | $2,779-33.1% | $2,440-23.8% |
| Participant deferral / active EE | $2,325 | $2,604-10.7% | $3,536-34.2% | $3,608-35.5% |
| Admin fee / account holder | $231 | $3,057-92.5% | $3,840-94.0% | $5,124-95.5% |