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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,102 | $81,358-43.3% | $155,556-70.4% | $80,959-43.1% |
| Participation rate | 72.7% | 66.3%+6.5pp | 78.2%-5.5pp | 67.7%+5.1pp |
| Annual return | 14.81% | 33.39%-18.6pp | 64.84%-50.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,195 | $3,106-29.3% | $4,675-53.0% | $2,757-20.4% |
| Participant deferral / active EE | $5,466 | $3,455+58.2% | $5,631-2.9% | $4,300+27.1% |
| Admin fee / account holder | $292 | $7,994-96.3% | $15,885-98.2% | $6,925-95.8% |