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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,703 | $135,956-64.2% | $123,894-60.7% | $273,972-82.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 8.54% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,302 | $5,170-74.8% | $4,617-71.8% | $4,869-73.3% |
| Participant deferral / active EE | $5,598 | $6,343-11.7% | $5,984-6.5% | $5,287+5.9% |
| Admin fee / account holder | $251 | $9,817-97.4% | $8,357-97.0% | $10,133-97.5% |