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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,630 | $91,559-57.8% | $133,978-71.2% | $79,856-51.6% |
| Participation rate | 96.2% | 73.3%+22.9pp | 79.8%+16.4pp | 69.6%+26.6pp |
| Annual return | 20.02% | 61.85%-41.8pp | 45.10%-25.1pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,733 | $2,384-27.3% | $3,919-55.8% | $2,471-29.9% |
| Participant deferral / active EE | $5,511 | $3,734+47.6% | $5,047+9.2% | $3,741+47.3% |
| Admin fee / account holder | $296 | $6,321-95.3% | $8,930-96.7% | $5,306-94.4% |