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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,131 | $106,280-47.2% | $96,538-41.9% | $139,487-59.8% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 13.76% | 38.48%-24.7pp | 35.74%-22.0pp | 373.84%-360.1pp |
| Employer contribution / active EE | $1,535 | $4,107-62.6% | $3,740-59.0% | $4,755-67.7% |
| Participant deferral / active EE | $5,054 | $5,457-7.4% | $4,880+3.6% | $6,713-24.7% |
| Admin fee / account holder | $253 | $7,888-96.8% | $6,737-96.2% | $11,407-97.8% |