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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,280 | $79,438-34.2% | $106,555-50.9% | $79,391-34.1% |
| Participation rate | 71.3% | 74.2%-2.8pp | 76.1%-4.8pp | 70.7%+0.6pp |
| Annual return | 17.34% | 18.27%-0.9pp | 26.80%-9.5pp | 116.88%-99.5pp |
| Employer contribution / active EE | $1,898 | $2,235-15.1% | $2,819-32.7% | $2,428-21.8% |
| Participant deferral / active EE | $4,909 | $3,824+28.4% | $4,399+11.6% | $4,046+21.3% |
| Admin fee / account holder | $223 | $523-57.3% | $7,408-97.0% | $627-64.4% |