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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,562 | $81,276-36.6% | $155,574-66.9% | $80,925-36.3% |
| Participation rate | 84.0% | 66.2%+17.8pp | 78.2%+5.8pp | 67.7%+16.3pp |
| Annual return | 20.05% | 33.36%-13.3pp | 64.87%-44.8pp | 35.65%-15.6pp |
| Employer contribution / active EE | $4,443 | $3,103+43.2% | $4,676-5.0% | $2,756+61.2% |
| Participant deferral / active EE | $4,756 | $3,453+37.7% | $5,629-15.5% | $4,299+10.6% |
| Admin fee / account holder | $20 | $7,993-99.7% | $15,914-99.9% | $6,940-99.7% |