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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,869 | $98,766-51.5% | $149,730-68.0% | $79,852-40.1% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.5%-0.7pp | 69.6%+12.2pp |
| Annual return | 21.94% | 27.43%-5.5pp | 276.70%-254.8pp | 31.72%-9.8pp |
| Employer contribution / active EE | $2,465 | $3,217-23.4% | $4,645-46.9% | $2,471-0.2% |
| Participant deferral / active EE | $6,212 | $5,681+9.4% | $6,843-9.2% | $3,740+66.1% |
| Admin fee / account holder | $199 | $6,052-96.7% | $9,310-97.9% | $5,306-96.2% |