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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,503 | $81,331-42.8% | $155,534-70.1% | $80,935-42.5% |
| Participation rate | 91.4% | 66.3%+25.2pp | 78.2%+13.2pp | 67.7%+23.8pp |
| Annual return | 11.07% | 33.37%-22.3pp | 64.92%-53.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,395 | $3,105-55.1% | $4,675-70.2% | $2,757-49.4% |
| Participant deferral / active EE | $3,073 | $3,454-11.0% | $5,630-45.4% | $4,299-28.5% |
| Admin fee / account holder | $105 | $7,999-98.7% | $15,900-99.3% | $6,924-98.5% |