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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,438 | $81,233-33.0% | $155,567-65.0% | $80,874-32.7% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.2pp |
| Annual return | 12.02% | 33.33%-21.3pp | 64.74%-52.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $3,397 | $3,101+9.6% | $4,674-27.3% | $2,756+23.3% |
| Participant deferral / active EE | $4,802 | $3,452+39.1% | $5,628-14.7% | $4,297+11.7% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |