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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,102 | $81,233-43.2% | $155,567-70.4% | $80,874-43.0% |
| Participation rate | 72.7% | 66.2%+6.5pp | 78.2%-5.5pp | 67.6%+5.1pp |
| Annual return | 14.81% | 33.33%-18.5pp | 64.74%-49.9pp | 35.62%-20.8pp |
| Employer contribution / active EE | $2,195 | $3,101-29.2% | $4,674-53.0% | $2,756-20.3% |
| Participant deferral / active EE | $5,466 | $3,452+58.3% | $5,628-2.9% | $4,297+27.2% |
| Admin fee / account holder | $292 | $7,998-96.3% | $15,916-98.2% | $6,935-95.8% |