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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,123 | $47,848+15.2% | $81,473-32.3% | $70,126-21.4% |
| Participation rate | 70.0% | 58.3%+11.7pp | 68.0%+2.0pp | 69.5%+0.5pp |
| Annual return | 23.33% | 27.25%-3.9pp | 38.78%-15.5pp | 73.15%-49.8pp |
| Employer contribution / active EE | $1,157 | $1,527-24.2% | $2,568-54.9% | $2,343-50.6% |
| Participant deferral / active EE | $2,785 | $2,453+13.5% | $3,537-21.3% | $3,332-16.4% |
| Admin fee / account holder | $197 | $3,145-93.7% | $4,561-95.7% | $4,645-95.8% |