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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,442 | $80,748-19.0% | $102,383-36.1% | $74,429-12.1% |
| Participation rate | 76.4% | 65.7%+10.8pp | 74.5%+1.9pp | 67.2%+9.2pp |
| Annual return | 16.28% | 27.57%-11.3pp | 24.94%-8.7pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $927 | $3,159-70.6% | $3,870-76.0% | $2,625-64.7% |
| Participant deferral / active EE | $5,795 | $3,861+50.1% | $5,060+14.5% | $4,348+33.3% |
| Admin fee / account holder | $239 | $2,371-89.9% | $8,391-97.1% | $1,944-87.7% |