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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,765 | $81,276-32.6% | $155,574-64.8% | $80,925-32.3% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 14.55% | 33.36%-18.8pp | 64.87%-50.3pp | 35.65%-21.1pp |
| Employer contribution / active EE | $2,200 | $3,103-29.1% | $4,676-52.9% | $2,756-20.2% |
| Participant deferral / active EE | $6,413 | $3,453+85.7% | $5,629+13.9% | $4,299+49.2% |
| Admin fee / account holder | $247 | $7,993-96.9% | $15,914-98.4% | $6,940-96.4% |