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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,329 | $78,425-32.0% | $95,956-44.4% | $79,858-33.2% |
| Participation rate | 88.6% | 73.5%+15.1pp | 77.1%+11.5pp | 69.6%+18.9pp |
| Annual return | 28.64% | 19.37%+9.3pp | 91.63%-63.0pp | 31.72%-3.1pp |
| Employer contribution / active EE | $1,338 | $1,945-31.2% | $2,541-47.3% | $2,471-45.8% |
| Participant deferral / active EE | $3,898 | $3,440+13.3% | $4,167-6.4% | $3,740+4.2% |
| Admin fee / account holder | $138 | $5,622-97.5% | $6,797-98.0% | $5,306-97.4% |