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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,272 | $77,472-55.8% | $100,392-65.9% | $80,935-57.7% |
| Participation rate | 93.5% | 76.9%+16.6pp | 81.5%+12.0pp | 67.7%+25.8pp |
| Annual return | 48.94% | 37.26%+11.7pp | 49.45%-0.5pp | 35.66%+13.3pp |
| Employer contribution / active EE | $849 | $2,800-69.7% | $3,941-78.5% | $2,757-69.2% |
| Participant deferral / active EE | $2,942 | $6,818-56.9% | $8,090-63.6% | $4,299-31.6% |
| Admin fee / account holder | $228 | $5,885-96.1% | $7,904-97.1% | $6,924-96.7% |