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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,453 | $60,442-26.5% | $96,754-54.1% | $87,485-49.2% |
| Participation rate | 80.6% | 58.7%+21.9pp | 70.3%+10.4pp | 68.9%+11.7pp |
| Annual return | 18.10% | 21.97%-3.9pp | 82.04%-63.9pp | 26.06%-8.0pp |
| Employer contribution / active EE | $1,319 | $1,691-22.0% | $2,679-50.8% | $2,596-49.2% |
| Participant deferral / active EE | $3,728 | $3,280+13.7% | $4,758-21.6% | $4,274-12.8% |
| Admin fee / account holder | $166 | $5,069-96.7% | $8,905-98.1% | $7,775-97.9% |