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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,783 | $81,233-16.6% | $155,567-56.4% | $80,874-16.2% |
| Participation rate | 94.6% | 66.2%+28.4pp | 78.2%+16.4pp | 67.6%+26.9pp |
| Annual return | 16.75% | 33.33%-16.6pp | 64.74%-48.0pp | 35.62%-18.9pp |
| Employer contribution / active EE | $2,405 | $3,101-22.4% | $4,674-48.6% | $2,756-12.7% |
| Participant deferral / active EE | $3,857 | $3,452+11.7% | $5,628-31.5% | $4,297-10.2% |
| Admin fee / account holder | $194 | $7,998-97.6% | $15,916-98.8% | $6,935-97.2% |