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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,987 | $77,638-27.9% | $156,551-64.2% | $62,881-11.0% |
| Participation rate | 96.2% | 71.2%+25.0pp | 84.0%+12.1pp | 69.3%+26.8pp |
| Annual return | 9.52% | 50.33%-40.8pp | 32.23%-22.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,897 | $3,444-44.9% | $5,501-65.5% | $2,281-16.8% |
| Participant deferral / active EE | $3,315 | $3,046+8.9% | $4,871-31.9% | $3,203+3.5% |
| Admin fee / account holder | $243 | $5,561-95.6% | $13,028-98.1% | $4,296-94.3% |