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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,886 | $112,729-55.7% | $98,716-49.5% | $137,256-63.7% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 18.26% | 38.48%-20.2pp | 31.81%-13.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,187 | $2,725-56.4% | $2,279-47.9% | $4,156-71.4% |
| Participant deferral / active EE | $5,640 | $4,640+21.6% | $4,048+39.4% | $6,407-12.0% |
| Admin fee / account holder | $64 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |