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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,322 | $81,504-38.3% | $102,437-50.9% | $80,959-37.8% |
| Participation rate | 91.4% | 66.9%+24.6pp | 74.5%+16.9pp | 67.7%+23.8pp |
| Annual return | 15.24% | 25.60%-10.4pp | 24.95%-9.7pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,448 | $3,104-53.3% | $3,871-62.6% | $2,757-47.5% |
| Participant deferral / active EE | $1,831 | $3,871-52.7% | $5,060-63.8% | $4,300-57.4% |
| Admin fee / account holder | $254 | $6,719-96.2% | $8,388-97.0% | $6,925-96.3% |