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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,665 | $109,359-54.6% | $162,171-69.4% | $72,983-32.0% |
| Participation rate | 85.7% | 84.3%+1.5pp | 87.6%-1.8pp | 69.5%+16.2pp |
| Annual return | 20.59% | 25.46%-4.9pp | 115.60%-95.0pp | 81.01%-60.4pp |
| Employer contribution / active EE | $2,620 | $3,907-32.9% | $5,613-53.3% | $2,440+7.4% |
| Participant deferral / active EE | $4,656 | $5,481-15.0% | $7,297-36.2% | $3,608+29.1% |
| Admin fee / account holder | $18 | $7,972-99.8% | $10,843-99.8% | $5,124-99.6% |