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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,063 | $93,598-47.6% | $135,974-63.9% | $75,173-34.7% |
| Participation rate | 84.8% | 75.2%+9.6pp | 81.9%+2.9pp | 67.2%+17.6pp |
| Annual return | 21.30% | 30.89%-9.6pp | 68.30%-47.0pp | 160.72%-139.4pp |
| Employer contribution / active EE | $2,845 | $3,538-19.6% | $4,859-41.4% | $2,671+6.5% |
| Participant deferral / active EE | $5,694 | $6,405-11.1% | $7,760-26.6% | $4,126+38.0% |
| Admin fee / account holder | $192 | $6,978-97.2% | $10,767-98.2% | $5,651-96.6% |