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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,635 | $75,541-31.6% | $152,093-66.1% | $82,637-37.5% |
| Participation rate | 96.0% | 66.5%+29.5pp | 77.8%+18.2pp | 68.1%+27.9pp |
| Annual return | 18.96% | 32.56%-13.6pp | 66.36%-47.4pp | 53.51%-34.6pp |
| Employer contribution / active EE | $2,445 | $2,622-6.7% | $4,175-41.4% | $2,552-4.2% |
| Participant deferral / active EE | $3,582 | $3,206+11.7% | $5,451-34.3% | $4,126-13.2% |
| Admin fee / account holder | $257 | $6,405-96.0% | $14,497-98.2% | $7,339-96.5% |