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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,332 | $107,809-58.0% | $97,032-53.3% | $155,188-70.8% |
| Participation rate | 84.6% | 75.5%+9.1pp | 71.6%+13.0pp | 80.8%+3.8pp |
| Annual return | 20.52% | 38.06%-17.5pp | 35.38%-14.9pp | 148.84%-128.3pp |
| Employer contribution / active EE | $1,569 | $2,911-46.1% | $2,629-40.3% | $4,248-63.1% |
| Participant deferral / active EE | $5,194 | $5,129+1.3% | $4,672+11.2% | $6,531-20.5% |
| Admin fee / account holder | $44 | $10,717-99.6% | $9,418-99.5% | $14,480-99.7% |