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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,442 | $80,781-19.0% | $102,437-36.1% | $74,478-12.1% |
| Participation rate | 76.4% | 65.7%+10.8pp | 74.5%+1.9pp | 67.2%+9.2pp |
| Annual return | 16.28% | 27.58%-11.3pp | 24.95%-8.7pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $927 | $3,160-70.7% | $3,871-76.0% | $2,626-64.7% |
| Participant deferral / active EE | $5,795 | $3,862+50.0% | $5,060+14.5% | $4,350+33.2% |
| Admin fee / account holder | $239 | $2,372-89.9% | $8,388-97.1% | $1,946-87.7% |