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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,635 | $78,690-34.4% | $161,489-68.0% | $87,485-41.0% |
| Participation rate | 96.0% | 67.5%+28.5pp | 78.7%+17.3pp | 68.9%+27.1pp |
| Annual return | 18.96% | 32.74%-13.8pp | 89.72%-70.8pp | 26.06%-7.1pp |
| Employer contribution / active EE | $2,445 | $2,588-5.5% | $4,268-42.7% | $2,596-5.8% |
| Participant deferral / active EE | $3,582 | $3,311+8.2% | $5,630-36.4% | $4,274-16.2% |
| Admin fee / account holder | $257 | $6,724-96.2% | $16,006-98.4% | $7,775-96.7% |