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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,765 | $81,358-32.7% | $155,556-64.8% | $80,959-32.4% |
| Participation rate | 88.5% | 66.3%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 14.55% | 33.39%-18.8pp | 64.84%-50.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,200 | $3,106-29.2% | $4,675-52.9% | $2,757-20.2% |
| Participant deferral / active EE | $6,413 | $3,455+85.6% | $5,631+13.9% | $4,300+49.1% |
| Admin fee / account holder | $247 | $7,994-96.9% | $15,885-98.4% | $6,925-96.4% |