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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,120 | $84,236-28.6% | $170,439-64.7% | $70,124-14.3% |
| Participation rate | 89.3% | 70.8%+18.5pp | 83.6%+5.7pp | 69.5%+19.7pp |
| Annual return | 12.36% | 23.06%-10.7pp | 205.94%-193.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $2,114 | $3,387-37.6% | $5,433-61.1% | $2,342-9.8% |
| Participant deferral / active EE | $3,839 | $3,086+24.4% | $4,939-22.3% | $3,332+15.2% |
| Admin fee / account holder | $162 | $5,698-97.2% | $13,881-98.8% | $4,645-96.5% |