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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,774 | $52,884+16.8% | $84,753-27.1% | $55,167+12.0% |
| Participation rate | 80.7% | 67.5%+13.2pp | 76.6%+4.1pp | 69.0%+11.7pp |
| Annual return | 10.92% | 18.03%-7.1pp | 22.78%-11.9pp | 169.23%-158.3pp |
| Employer contribution / active EE | $2,405 | $2,233+7.7% | $3,574-32.7% | $1,963+22.6% |
| Participant deferral / active EE | $1,289 | $2,644-51.2% | $3,712-65.3% | $3,054-57.8% |
| Admin fee / account holder | $210 | $581-63.8% | $5,333-96.1% | $504-58.3% |