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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,734 | $103,957-51.2% | $69,182-26.7% | $273,968-81.5% |
| Participation rate | 87.5% | 67.4%+20.1pp | 55.1%+32.4pp | 83.0%+4.5pp |
| Annual return | 3.14% | 35.28%-32.1pp | -21.94%+25.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $3,102 | $1,781+74.2% | $1,205+157.4% | $4,869-36.3% |
| Participant deferral / active EE | $2,452 | $2,716-9.7% | $1,896+29.3% | $5,287-53.6% |
| Admin fee / account holder | $252 | $3,671-93.1% | $2,697-90.7% | $10,132-97.5% |