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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,551 | $77,638-31.0% | $156,551-65.8% | $62,881-14.8% |
| Participation rate | 92.3% | 71.2%+21.1pp | 84.0%+8.3pp | 69.3%+23.0pp |
| Annual return | 8.30% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,047 | $3,444-69.6% | $5,501-81.0% | $2,281-54.1% |
| Participant deferral / active EE | $2,566 | $3,046-15.7% | $4,871-47.3% | $3,203-19.9% |
| Admin fee / account holder | $236 | $5,561-95.8% | $13,028-98.2% | $4,296-94.5% |