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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,661 | $65,395-28.6% | $182,558-74.4% | $72,976-36.1% |
| Participation rate | 78.8% | 65.4%+13.4pp | 78.0%+0.9pp | 69.5%+9.4pp |
| Annual return | 23.80% | 27.68%-3.9pp | 148.59%-124.8pp | 81.02%-57.2pp |
| Employer contribution / active EE | $945 | $1,911-50.6% | $4,076-76.8% | $2,440-61.3% |
| Participant deferral / active EE | $3,469 | $3,563-2.6% | $5,526-37.2% | $3,608-3.8% |
| Admin fee / account holder | $212 | $4,245-95.0% | $8,594-97.5% | $5,124-95.9% |