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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,057 | $79,519-37.1% | $95,964-47.8% | $73,412-31.8% |
| Participation rate | 92.3% | 81.2%+11.2pp | 77.1%+15.3pp | 72.2%+20.2pp |
| Annual return | 15.13% | 19.20%-4.1pp | 91.64%-76.5pp | 59.30%-44.2pp |
| Employer contribution / active EE | $1,472 | $2,048-28.1% | $2,541-42.1% | $2,234-34.1% |
| Participant deferral / active EE | $2,708 | $4,138-34.6% | $4,167-35.0% | $3,806-28.8% |
| Admin fee / account holder | $4 | $184-97.7% | $6,797-99.9% | $158-97.3% |