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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,733 | $90,486-39.5% | $78,676-30.4% | $273,972-80.0% |
| Participation rate | 89.5% | 76.5%+13.0pp | 73.6%+15.9pp | 83.0%+6.5pp |
| Annual return | 5.53% | 75.62%-70.1pp | 62.19%-56.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,922 | $3,175-8.0% | $2,850+2.5% | $4,869-40.0% |
| Participant deferral / active EE | $3,667 | $3,901-6.0% | $3,517+4.3% | $5,287-30.6% |
| Admin fee / account holder | $160 | $5,263-97.0% | $4,510-96.5% | $10,133-98.4% |