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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,440 | $81,446-38.1% | $103,374-51.2% | $80,874-37.6% |
| Participation rate | 85.2% | 66.9%+18.3pp | 74.5%+10.7pp | 67.6%+17.5pp |
| Annual return | 11.95% | 25.57%-13.6pp | 24.89%-12.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $3,545 | $3,107+14.1% | $3,869-8.4% | $2,756+28.7% |
| Participant deferral / active EE | $9,306 | $3,870+140.5% | $5,058+84.0% | $4,297+116.6% |
| Admin fee / account holder | $96 | $6,715-98.6% | $8,394-98.9% | $6,935-98.6% |