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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,322 | $81,476-38.2% | $102,383-50.8% | $80,925-37.8% |
| Participation rate | 91.4% | 66.8%+24.6pp | 74.5%+16.9pp | 67.7%+23.8pp |
| Annual return | 15.24% | 25.59%-10.4pp | 24.94%-9.7pp | 35.65%-20.4pp |
| Employer contribution / active EE | $1,448 | $3,105-53.4% | $3,870-62.6% | $2,756-47.5% |
| Participant deferral / active EE | $1,831 | $3,871-52.7% | $5,060-63.8% | $4,299-57.4% |
| Admin fee / account holder | $254 | $6,717-96.2% | $8,391-97.0% | $6,940-96.3% |