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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,586 | $98,776-48.8% | $149,745-66.2% | $79,856-36.7% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 26.23% | 27.38%-1.1pp | 276.72%-250.5pp | 31.71%-5.5pp |
| Employer contribution / active EE | $633 | $3,217-80.3% | $4,646-86.4% | $2,471-74.4% |
| Participant deferral / active EE | $5,789 | $5,681+1.9% | $6,843-15.4% | $3,741+54.8% |
| Admin fee / account holder | $266 | $6,053-95.6% | $9,312-97.1% | $5,306-95.0% |