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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,848 | $52,580+27.1% | $71,671-6.7% | $70,126-4.7% |
| Participation rate | 77.1% | 60.9%+16.3pp | 68.7%+8.4pp | 69.5%+7.6pp |
| Annual return | 15.23% | 20.25%-5.0pp | 20.65%-5.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,313 | $2,386-3.1% | $3,438-32.7% | $3,332-30.6% |
| Admin fee / account holder | $144 | $3,653-96.0% | $5,558-97.4% | $4,645-96.9% |