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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,815 | $99,345+60.9% | $84,753+88.6% | $273,972-41.7% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 16.39% | 22.93%-6.5pp | 22.78%-6.4pp | 41.46%-25.1pp |
| Employer contribution / active EE | $1,365 | $4,214-67.6% | $3,574-61.8% | $4,869-72.0% |
| Participant deferral / active EE | $5,762 | $4,270+35.0% | $3,712+55.2% | $5,287+9.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |