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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,135 | $90,486-46.8% | $78,676-38.8% | $273,972-82.4% |
| Participation rate | 87.0% | 76.5%+10.4pp | 73.6%+13.4pp | 83.0%+3.9pp |
| Annual return | 12.19% | 75.62%-63.4pp | 62.19%-50.0pp | 41.46%-29.3pp |
| Employer contribution / active EE | $2,483 | $3,175-21.8% | $2,850-12.9% | $4,869-49.0% |
| Participant deferral / active EE | $3,393 | $3,901-13.0% | $3,517-3.5% | $5,287-35.8% |
| Admin fee / account holder | $24 | $5,263-99.5% | $4,510-99.5% | $10,133-99.8% |