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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,051 | $106,749-56.9% | $145,433-68.3% | $82,448-44.1% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 25.22% | 27.59%-2.4pp | 66.58%-41.4pp | 41.64%-16.4pp |
| Employer contribution / active EE | $5,234 | $3,444+52.0% | $4,554+14.9% | $2,551+105.2% |
| Participant deferral / active EE | $12,323 | $6,519+89.1% | $7,897+56.0% | $4,139+197.7% |
| Admin fee / account holder | $253 | $8,390-97.0% | $13,129-98.1% | $7,234-96.5% |