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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,523 | $54,541-11.0% | $78,778-38.4% | $70,126-30.8% |
| Participation rate | 75.8% | 60.8%+15.0pp | 69.2%+6.6pp | 69.5%+6.2pp |
| Annual return | 21.75% | 21.07%+0.7pp | 35.62%-13.9pp | 73.15%-51.4pp |
| Employer contribution / active EE | $1,403 | $1,089+28.9% | $1,986-29.3% | $2,343-40.1% |
| Participant deferral / active EE | $4,311 | $2,210+95.1% | $2,958+45.7% | $3,332+29.4% |
| Admin fee / account holder | $91 | $3,709-97.6% | $5,134-98.2% | $4,645-98.0% |