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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,783 | $81,331-16.7% | $155,534-56.4% | $80,935-16.3% |
| Participation rate | 94.6% | 66.3%+28.3pp | 78.2%+16.4pp | 67.7%+26.9pp |
| Annual return | 16.75% | 33.37%-16.6pp | 64.92%-48.2pp | 35.66%-18.9pp |
| Employer contribution / active EE | $2,405 | $3,105-22.5% | $4,675-48.6% | $2,757-12.8% |
| Participant deferral / active EE | $3,857 | $3,454+11.7% | $5,630-31.5% | $4,299-10.3% |
| Admin fee / account holder | $194 | $7,999-97.6% | $15,900-98.8% | $6,924-97.2% |