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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,442 | $80,731-18.9% | $103,378-36.7% | $74,400-12.0% |
| Participation rate | 76.4% | 65.7%+10.7pp | 74.5%+1.9pp | 67.2%+9.2pp |
| Annual return | 16.28% | 27.56%-11.3pp | 24.91%-8.6pp | 1367.51%-1351.2pp |
| Employer contribution / active EE | $927 | $3,159-70.6% | $3,870-76.0% | $2,624-64.7% |
| Participant deferral / active EE | $5,795 | $3,862+50.1% | $5,058+14.6% | $4,348+33.3% |
| Admin fee / account holder | $239 | $2,369-89.9% | $8,401-97.2% | $1,944-87.7% |