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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,962 | $103,392-25.6% | $87,104-11.6% | $152,897-49.7% |
| Participation rate | 92.9% | 79.4%+13.5pp | 76.9%+16.0pp | 82.5%+10.4pp |
| Annual return | 20.66% | 28.10%-7.4pp | 28.19%-7.5pp | 345.43%-324.8pp |
| Employer contribution / active EE | $1,917 | $3,221-40.5% | $2,521-24.0% | $4,764-59.8% |
| Participant deferral / active EE | $3,481 | $4,778-27.1% | $4,048-14.0% | $5,851-40.5% |
| Admin fee / account holder | $61 | $12,194-99.5% | $7,491-99.2% | $11,599-99.5% |