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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,650 | $67,606-25.1% | $82,313-38.5% | $70,124-27.8% |
| Participation rate | 72.5% | 72.8%-0.3pp | 76.9%-4.4pp | 69.5%+3.0pp |
| Annual return | 16.67% | 21.57%-4.9pp | 25.88%-9.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,661 | $1,755-5.4% | $2,428-31.6% | $2,342-29.1% |
| Participant deferral / active EE | $3,653 | $2,987+22.3% | $3,706-1.4% | $3,332+9.7% |
| Admin fee / account holder | $185 | $4,512-95.9% | $5,608-96.7% | $4,645-96.0% |