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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,696 | $72,027-35.2% | $185,861-74.9% | $79,856-41.5% |
| Participation rate | 88.0% | 65.8%+22.2pp | 78.0%+10.0pp | 69.6%+18.4pp |
| Annual return | 21.89% | 23.13%-1.2pp | 35.96%-14.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $3,366 | $1,965+71.3% | $4,088-17.7% | $2,471+36.2% |
| Participant deferral / active EE | $5,936 | $3,780+57.1% | $5,634+5.4% | $3,741+58.7% |
| Admin fee / account holder | $233 | $4,513-94.8% | $9,503-97.5% | $5,306-95.6% |