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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,440 | $81,504-38.1% | $102,437-50.8% | $80,959-37.7% |
| Participation rate | 85.2% | 66.9%+18.3pp | 74.5%+10.7pp | 67.7%+17.5pp |
| Annual return | 11.95% | 25.60%-13.6pp | 24.95%-13.0pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,545 | $3,104+14.2% | $3,871-8.4% | $2,757+28.6% |
| Participant deferral / active EE | $9,306 | $3,871+140.4% | $5,060+83.9% | $4,300+116.4% |
| Admin fee / account holder | $96 | $6,719-98.6% | $8,388-98.9% | $6,925-98.6% |