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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,159 | $81,331-56.8% | $155,534-77.4% | $80,935-56.6% |
| Participation rate | 72.4% | 66.3%+6.2pp | 78.2%-5.8pp | 67.7%+4.8pp |
| Annual return | 12.24% | 33.37%-21.1pp | 64.92%-52.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,666 | $3,105-46.3% | $4,675-64.4% | $2,757-39.5% |
| Participant deferral / active EE | $5,112 | $3,454+48.0% | $5,630-9.2% | $4,299+18.9% |
| Admin fee / account holder | $290 | $7,999-96.4% | $15,900-98.2% | $6,924-95.8% |